Hoxton Planning & Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Hoxton Planning & 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	-7,878	Closed	-$655K	–	222
2025 Q3	$655K	Hold	7,878	–	–	0.21%	86
2025 Q2	$598K	Hold	7,878	–	–	0.21%	87
2025 Q1	$513K	Sell	7,878 -457	-5%	-$31.9K	0.2%	103
2024 Q4	$580K	Hold	8,335	–	–	0.22%	87
2024 Q3	$551K	Hold	8,335	–	–	0.21%	93
2024 Q2	$531K	Hold	8,335	–	–	0.25%	77
2024 Q1	$503K	Sell	8,335 -531	-6%	-$30.1K	0.24%	84
2023 Q4	$469K	Hold	8,866	–	–	0.25%	77
2023 Q3	$414K	Hold	8,866	–	–	0.27%	75
2023 Q2	$429K	Buy	+8,866	New	+$407K	0.26%	75

Other funds holding FDMO

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Hoxton Planning & Management's FDMO Position: Q4 2025 in Review

Hoxton Planning & Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2025, closing a stake of 7,878 shares — an estimated $655K sold.

Hoxton Planning & Management first reported a position in FDMO in Q2 2023 and held it in 10 quarters. The position peaked at $655K in Q3 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

Hoxton Planning & Management reported no remaining Fidelity Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
Hoxton Planning & Management sold 7,878 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $655K.
Hoxton Planning & Management first reported a position in Fidelity Momentum Factor ETF in Q2 2023 and held it in 10 quarters.
Hoxton Planning & Management's Fidelity Momentum Factor ETF position peaked at $655K in Q3 2025.
90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on Hoxton Planning & Management's 13F filing for Q4 2025, filed 11 Feb 2026.