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IFG Advisory’s Fidelity Momentum Factor ETF FDMO Stock Holding History

IFG Advisory’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 		$50.6K Buy
+513
New +$47.1K ﹤0.01% 1329
2022
Q4 		– Sell
-4,930
Closed -$202K – 507
2022
Q3 		$202K Buy
+4,930
New +$219K 0.02% 490

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

IFG Advisory's FDMO Position: Q2 2026 in Review

IFG Advisory opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 513 shares worth $50.6K. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FDMO as recently as Q3 2022.

IFG Advisory first reported a position in FDMO in Q3 2022 and has held it in 2 quarters since. The position peaked at $202K in Q3 2022. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • IFG Advisory held 513 shares of Fidelity Momentum Factor ETF worth $50.6K as of Q2 2026.
  • Fidelity Momentum Factor ETF was a new IFG Advisory position in Q2 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1329 holding.
  • IFG Advisory first reported a position in Fidelity Momentum Factor ETF in Q3 2022 and has held it in 2 quarters since.
  • IFG Advisory's Fidelity Momentum Factor ETF position peaked at $202K in Q3 2022.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.