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John Overdeck’s Fidelity Momentum Factor ETF FDMO Stock Holding History

John Overdeck’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 		$4.5M Buy
45,700
+34,800
+319% +$3.2M ﹤0.01% 2237
2026
Q1 		$873K Buy
+10,900
New +$917K ﹤0.01% 3363
2025
Q3 		– Sell
-28,300
Closed -$2.15M – 3722
2025
Q2 		$2.15M Buy
+28,300
New +$1.95M ﹤0.01% 1790
2025
Q1 		– Sell
-8,800
Closed -$613K – 3289
2024
Q4 		$613K Buy
+8,800
New +$613K ﹤0.01% 2443

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

John Overdeck's FDMO Position: Q2 2026 in Review

John Overdeck increased its Fidelity Momentum Factor ETF (FDMO) stake by 319% in Q2 2026, buying an estimated $3.2M and bringing the position to 45,700 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

John Overdeck first reported a position in FDMO in Q4 2024 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • John Overdeck held 45,700 shares of Fidelity Momentum Factor ETF worth $4.5M as of Q2 2026.
  • John Overdeck bought 34,800 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $3.2M.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2237 holding.
  • John Overdeck first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.