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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFP Advisors's FDMO Position: Q1 2026 in Review

IFP Advisors increased its Fidelity Momentum Factor ETF (FDMO) stake by 32% in Q1 2026, buying an estimated $37.9K and bringing the position to 1,863 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

IFP Advisors first reported a position in FDMO in Q3 2018 and has held it in 17 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • IFP Advisors held 1,863 shares of Fidelity Momentum Factor ETF worth $149K as of Q1 2026.
  • IFP Advisors bought 451 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $37.9K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1561 holding.
  • IFP Advisors first reported a position in Fidelity Momentum Factor ETF in Q3 2018 and has held it in 17 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.