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 Q1	$4.38K	Buy	+55	New	+$4.63K	﹤0.01%	445

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLR

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

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

FHC

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

Howe & Rusling's FDMO Position: Q1 2026 in Review

Howe & Rusling opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q1 2026: 55 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings.

96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Howe & Rusling held 55 shares of Fidelity Momentum Factor ETF worth $4.38K as of Q1 2026.
Fidelity Momentum Factor ETF was a new Howe & Rusling position in Q1 2026.
Fidelity Momentum Factor ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #445 holding.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.