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Howe & Rusling’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Howe & Rusling’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 		– Sell
-55
Closed -$4.38K – 499
2026
Q1 		$4.38K Buy
+55
New +$4.63K ﹤0.01% 445

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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

Howe & Rusling's FDMO Position: Q2 2026 in Review

Howe & Rusling sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2026, closing a stake of 55 shares — an estimated $4.38K sold.

Howe & Rusling first reported a position in FDMO in Q1 2026 and held it in 1 quarter. The position peaked at $4.38K in Q1 2026. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Howe & Rusling reported no remaining Fidelity Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 55 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $4.38K.
  • Howe & Rusling first reported a position in Fidelity Momentum Factor ETF in Q1 2026 and held it in 1 quarter.
  • Howe & Rusling's Fidelity Momentum Factor ETF position peaked at $4.38K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.