JWCA
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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
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 $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

J.W. Cole Advisors's FDMO Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2026, closing a stake of 11,012 shares — an estimated $925K sold.

J.W. Cole Advisors first reported a position in FDMO in Q3 2025 and held it in 2 quarters. The position peaked at $925K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Fidelity Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 11,012 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $925K.
  • J.W. Cole Advisors first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Fidelity Momentum Factor ETF position peaked at $925K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.