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 Q3	$97.2K	Buy	1,023 +2	+0.2%	+$189	0.08%	113
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

High Point Wealth Management's FDMO Position: Q3 2026 in Review

High Point Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 0.2% in Q3 2026, buying an estimated $189 and bringing the position to 1,023 shares worth $97.2K. The position accounts for 0.08% of the portfolio, ranked #113.

High Point Wealth Management first reported a position in FDMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $101K in Q2 2026. 70 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

High Point Wealth Management held 1,023 shares of Fidelity Momentum Factor ETF worth $97.2K as of Q3 2026.
High Point Wealth Management bought 2 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $189.
Fidelity Momentum Factor ETF made up 0.08% of High Point Wealth Management's portfolio in Q3 2026, its #113 holding.
High Point Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
High Point Wealth Management's Fidelity Momentum Factor ETF position peaked at $101K in Q2 2026.
70 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.