IFP Advisors
FDMO icon

IFP Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

IFP Advisors’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
Q3 		$16.9K Sell
178
-1,236
-87% -$117K ﹤0.01% 3055
2026
Q2 		$139K Sell
1,414
-449
-24% -$41.3K ﹤0.01% 1753
2026
Q1 		$149K Buy
1,863
+451
+32% +$37.9K ﹤0.01% 1561
2025
Q4 		$119K Buy
1,412
+393
+39% +$32.8K ﹤0.01% 1688
2025
Q3 		$84.8K Buy
1,019
+220
+28% +$17.4K ﹤0.01% 1788
2025
Q2 		$60.7K Buy
799
+70
+10% +$4.82K ﹤0.01% 1951
2025
Q1 		$47.5K Sell
729
-1
-0.1% -$70 ﹤0.01% 1918
2024
Q4 		$50.8K Buy
+730
New +$50.9K ﹤0.01% 1831
2023
Q1 		– Sell
-1,157
Closed -$39K – 3735
2022
Q4 		$39K Buy
1,157
+862
+292% +$37.6K ﹤0.01% 2410
2022
Q3 		$10K Buy
295
+60
+26% +$2.67K ﹤0.01% 3634
2022
Q2 		$8K Hold
235
– – ﹤0.01% 3520
2022
Q1 		$8K Buy
+235
New +$11.7K ﹤0.01% 3519
2021
Q3 		– Sell
-2,064
Closed -$99K – 3394
2021
Q2 		$99K Buy
2,064
+783
+61% +$36.9K ﹤0.01% 1247
2021
Q1 		$54K Buy
1,281
+838
+189% +$38.1K ﹤0.01% 1437
2020
Q4 		$20K Hold
443
– – ﹤0.01% 1800
2020
Q3 		$18K Buy
+443
New +$17.5K ﹤0.01% 1685
2019
Q4 		– Sell
-432
Closed -$15.3K – 2922
2019
Q3 		$16K Buy
+432
New +$15.4K ﹤0.01% 1857
2019
Q1 		– Sell
-429
Closed -$13K – 2689
2018
Q4 		$13K Buy
429
+45
+12% +$1.44K ﹤0.01% 2357
2018
Q3 		$14K Buy
+384
New +$13.2K ﹤0.01% 2651

Other funds holding FDMO

B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

IFP Advisors's FDMO Position: Q3 2026 in Review

IFP Advisors reduced its Fidelity Momentum Factor ETF (FDMO) stake by 87% in Q3 2026, selling an estimated $117K and leaving 178 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

IFP Advisors first reported a position in FDMO in Q3 2018 and has held it in 19 quarters since. The position peaked at $149K in Q1 2026. 21 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

  • IFP Advisors held 178 shares of Fidelity Momentum Factor ETF worth $16.9K as of Q3 2026.
  • IFP Advisors sold 1,236 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $117K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3055 holding.
  • IFP Advisors first reported a position in Fidelity Momentum Factor ETF in Q3 2018 and has held it in 19 quarters since.
  • IFP Advisors's Fidelity Momentum Factor ETF position peaked at $149K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.