IWC
FDMO icon

Integrated Wealth Concepts’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Integrated Wealth Concepts’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 		$654K Buy
+8,161
New +$686K 0.01% 1380
2025
Q4 		– Sell
-6,942
Closed -$577K – 1765
2025
Q3 		$577K Sell
6,942
-455
-6% -$35.9K 0.01% 1272
2025
Q2 		$561K Buy
7,397
+478
+7% +$32.9K 0.01% 1208
2025
Q1 		$450K Buy
+6,919
New +$483K 0.01% 1189

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

Integrated Wealth Concepts's FDMO Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q1 2026: 8,161 shares worth $654K. The stake represents 0.01% of the portfolio and ranks #1380 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FDMO as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in FDMO in Q1 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Integrated Wealth Concepts held 8,161 shares of Fidelity Momentum Factor ETF worth $654K as of Q1 2026.
  • Fidelity Momentum Factor ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Fidelity Momentum Factor ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1380 holding.
  • Integrated Wealth Concepts first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.