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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
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 $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 $376B 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