HWM
FDMO icon

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

HighMark 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
2025
Q4 		– Sell
-4
Closed -$370 – 609
2025
Q3 		$370 Buy
+4
New +$316 ﹤0.01% 566

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

HighMark Wealth Management's FDMO Position: Q4 2025 in Review

HighMark Wealth Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2025, closing a stake of 4 shares — an estimated $370 sold.

HighMark Wealth Management first reported a position in FDMO in Q3 2025 and held it in 1 quarter. The position peaked at $370 in Q3 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

  • HighMark Wealth Management reported no remaining Fidelity Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 4 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $370.
  • HighMark Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and held it in 1 quarter.
  • HighMark Wealth Management's Fidelity Momentum Factor ETF position peaked at $370 in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.