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High Falls Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

High Falls Advisors’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$356K Sell
4,242
-632
-13% -$52.8K 0.07% 89
2025
Q3 		$405K Buy
4,874
+976
+25% +$77.1K 0.08% 86
2025
Q2 		$296K Buy
+3,898
New +$268K 0.07% 109

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

High Falls Advisors's FDMO Position: Q4 2025 in Review

High Falls Advisors reduced its Fidelity Momentum Factor ETF (FDMO) stake by 13% in Q4 2025, selling an estimated $52.8K and leaving 4,242 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #89.

High Falls Advisors first reported a position in FDMO in Q2 2025 and has held it in 3 quarters since. The position peaked at $405K in Q3 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

  • High Falls Advisors held 4,242 shares of Fidelity Momentum Factor ETF worth $356K as of Q4 2025.
  • High Falls Advisors sold 632 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $52.8K.
  • Fidelity Momentum Factor ETF made up 0.07% of High Falls Advisors's portfolio in Q4 2025, its #89 holding.
  • High Falls Advisors first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • High Falls Advisors's Fidelity Momentum Factor ETF position peaked at $405K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.