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Kestra Advisory Services’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Kestra Advisory Services’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 		$22.2M Buy
224,914
+15,327
+7% +$1.41M 0.07% 288
2026
Q1 		$16.8M Buy
209,587
+151,049
+258% +$12.7M 0.06% 310
2025
Q4 		$4.91M Sell
58,538
-16,095
-22% -$1.34M 0.02% 744
2025
Q3 		$6.21M Buy
74,633
+3,482
+5% +$275K 0.03% 576
2025
Q2 		$5.4M Buy
71,151
+4,877
+7% +$336K 0.03% 597
2025
Q1 		$4.31M Buy
66,274
+17,592
+36% +$1.23M 0.02% 635
2024
Q4 		$3.39M Buy
48,682
+24,406
+101% +$1.7M 0.02% 745
2024
Q3 		$1.61M Sell
24,276
-8,634
-26% -$549K 0.01% 1075
2024
Q2 		$2.1M Buy
32,910
+3,599
+12% +$219K 0.01% 940
2024
Q1 		$1.77M Buy
29,311
+3,592
+14% +$203K 0.01% 939
2023
Q4 		$1.36M Buy
25,719
+744
+3% +$36.5K 0.01% 973
2023
Q3 		$1.17M Buy
24,975
+2,816
+13% +$136K 0.01% 926
2023
Q2 		$1.07M Sell
22,159
-2,891
-12% -$133K 0.01% 948
2023
Q1 		$1.12M Sell
25,050
-1,471
-6% -$64.2K 0.01% 884
2022
Q4 		$1.14M Buy
26,521
+6,772
+34% +$296K 0.01% 1001
2022
Q3 		$812K Buy
19,749
+430
+2% +$19.1K 0.01% 1064
2022
Q2 		$806K Buy
19,319
+1,348
+8% +$61.2K 0.01% 1080
2022
Q1 		$917K Sell
17,971
-3,486
-16% -$174K 0.01% 1007
2021
Q4 		$1.15M Sell
21,457
-1,569
-7% -$82.2K 0.01% 922
2021
Q3 		$1.13M Sell
23,026
-386
-2% -$19.4K 0.01% 956
2021
Q2 		$1.14M Sell
23,412
-8,507
-27% -$401K 0.01% 881
2021
Q1 		$1.43M Sell
31,919
-65,952
-67% -$3M 0.02% 719
2020
Q4 		$4.32M Buy
97,871
+14,267
+17% +$602K 0.05% 368
2020
Q3 		$3.37M Buy
+83,604
New +$3.3M 0.06% 311

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's FDMO Position: Q2 2026 in Review

Kestra Advisory Services increased its Fidelity Momentum Factor ETF (FDMO) stake by 7.3% in Q2 2026, buying an estimated $1.41M and bringing the position to 224,914 shares worth $22.2M. The position accounts for 0.07% of the portfolio, ranked #288.

Kestra Advisory Services first reported a position in FDMO in Q3 2020 and has held it in 24 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Kestra Advisory Services held 224,914 shares of Fidelity Momentum Factor ETF worth $22.2M as of Q2 2026.
  • Kestra Advisory Services bought 15,327 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $1.41M.
  • Fidelity Momentum Factor ETF made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #288 holding.
  • Kestra Advisory Services first reported a position in Fidelity Momentum Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.