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J.W. Cole Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

J.W. Cole 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 		$1.09M Buy
+11,085
New +$1.02M 0.02% 728
2026
Q1 		– Sell
-11,012
Closed -$925K – 980
2025
Q4 		$925K Buy
11,012
+3,381
+44% +$282K 0.02% 658
2025
Q3 		$635K Buy
+7,631
New +$602K 0.01% 905

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

J.W. Cole Advisors's FDMO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 11,085 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #728 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FDMO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in FDMO in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • J.W. Cole Advisors held 11,085 shares of Fidelity Momentum Factor ETF worth $1.09M as of Q2 2026.
  • Fidelity Momentum Factor ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Fidelity Momentum Factor ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #728 holding.
  • J.W. Cole Advisors first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.