High Point Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

High Point Wealth Management’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
2026 Q2	$101K	Buy	1,021 +1	+0.1%	+$92	0.08%	109
2026 Q1	$81.7K	Buy	1,020 +2	+0.2%	+$168	0.08%	117
2025 Q4	$85.5K	Buy	+1,018	New	+$85K	0.08%	117

Other funds holding FDMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

High Point Wealth Management's FDMO Position: Q2 2026 in Review

High Point Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 0.1% in Q2 2026, buying an estimated $92 and bringing the position to 1,021 shares worth $101K. The position accounts for 0.08% of the portfolio, ranked #109.

High Point Wealth Management first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

High Point Wealth Management held 1,021 shares of Fidelity Momentum Factor ETF worth $101K as of Q2 2026.
High Point Wealth Management bought 1 Fidelity Momentum Factor ETF share in Q2 2026, an estimated $92.
Fidelity Momentum Factor ETF made up 0.08% of High Point Wealth Management's portfolio in Q2 2026, its #109 holding.
High Point Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
64 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.