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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
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

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

IFP Advisors's FDMO Position: Q2 2026 in Review

IFP Advisors reduced its Fidelity Momentum Factor ETF (FDMO) stake by 24% in Q2 2026, selling an estimated $41.3K and leaving 1,414 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

IFP Advisors first reported a position in FDMO in Q3 2018 and has held it in 18 quarters since. The position peaked at $149K in Q1 2026. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • IFP Advisors held 1,414 shares of Fidelity Momentum Factor ETF worth $139K as of Q2 2026.
  • IFP Advisors sold 449 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $41.3K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1753 holding.
  • IFP Advisors first reported a position in Fidelity Momentum Factor ETF in Q3 2018 and has held it in 18 quarters since.
  • IFP Advisors's Fidelity Momentum Factor ETF position peaked at $149K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.