Kestra Private Wealth Services
FDMO icon

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
Q3 		$6.46M Sell
67,963
-829
-1% -$78.4K 0.07% 293
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services's FDMO Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its Fidelity Momentum Factor ETF (FDMO) stake by 1.2% in Q3 2026, selling an estimated $78.4K and leaving 67,963 shares worth $6.46M. The position accounts for 0.07% of the portfolio, ranked #293.

Kestra Private Wealth Services first reported a position in FDMO in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.78M in Q2 2026. 84 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

  • Kestra Private Wealth Services held 67,963 shares of Fidelity Momentum Factor ETF worth $6.46M as of Q3 2026.
  • Kestra Private Wealth Services sold 829 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $78.4K.
  • Fidelity Momentum Factor ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q3 2026, its #293 holding.
  • Kestra Private Wealth Services first reported a position in Fidelity Momentum Factor ETF in Q4 2021 and has held it in 12 quarters since.
  • Kestra Private Wealth Services's Fidelity Momentum Factor ETF position peaked at $6.78M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.