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

Kestra Private Wealth 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	$6.78M	Sell	68,792 -2,188	-3%	-$201K	0.07%	268
2026 Q1	$5.69M	Buy	70,980 +895	+1%	+$75.3K	0.07%	292
2025 Q4	$5.88M	Buy	70,085 +6,161	+10%	+$515K	0.07%	279
2025 Q3	$5.32M	Buy	63,924 +1,355	+2%	+$107K	0.07%	289
2025 Q2	$4.75M	Buy	62,569 +712	+1%	+$49K	0.07%	281
2025 Q1	$4.02M	Buy	61,857 +10,143	+20%	+$708K	0.07%	292
2024 Q4	$3.6M	Buy	51,714 +29,210	+130%	+$2.04M	0.06%	302
2024 Q3	$1.49M	Buy	+22,504	New	+$1.43M	0.03%	498
2022 Q3	–	Sell	-5,218	Closed	-$218K	–	928
2022 Q2	$218K	Sell	5,218 -2,353	-31%	-$107K	0.01%	764
2022 Q1	$386K	Buy	7,571 +209	+3%	+$10.4K	0.02%	662
2021 Q4	$395K	Buy	+7,362	New	+$386K	0.02%	665

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Kestra Private Wealth Services's FDMO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Fidelity Momentum Factor ETF (FDMO) stake by 3.1% in Q2 2026, selling an estimated $201K and leaving 68,792 shares worth $6.78M. The position accounts for 0.07% of the portfolio, ranked #268.

Kestra Private Wealth Services first reported a position in FDMO in Q4 2021 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Kestra Private Wealth Services held 68,792 shares of Fidelity Momentum Factor ETF worth $6.78M as of Q2 2026.
Kestra Private Wealth Services sold 2,188 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $201K.
Fidelity Momentum Factor ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #268 holding.
Kestra Private Wealth Services first reported a position in Fidelity Momentum Factor ETF in Q4 2021 and has held it in 11 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

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