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

Keystone 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 		$598K Buy
7,460
+85
+1% +$7.15K 0.13% 173
2025
Q4 		$619K Buy
7,375
+616
+9% +$51.4K 0.13% 129
2025
Q3 		$562K Buy
6,759
+1,991
+42% +$157K 0.12% 172
2025
Q2 		$362K Buy
4,768
+1,515
+47% +$104K 0.09% 207
2025
Q1 		$212K Hold
3,253
– – 0.06% 257
2024
Q4 		$226K Buy
+3,253
New +$227K 0.06% 234

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 $377B 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

Keystone Wealth Services's FDMO Position: Q1 2026 in Review

Keystone Wealth Services increased its Fidelity Momentum Factor ETF (FDMO) stake by 1.2% in Q1 2026, buying an estimated $7.15K and bringing the position to 7,460 shares worth $598K. The position accounts for 0.13% of the portfolio, ranked #173.

Keystone Wealth Services first reported a position in FDMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $619K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Keystone Wealth Services held 7,460 shares of Fidelity Momentum Factor ETF worth $598K as of Q1 2026.
  • Keystone Wealth Services bought 85 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $7.15K.
  • Fidelity Momentum Factor ETF made up 0.13% of Keystone Wealth Services's portfolio in Q1 2026, its #173 holding.
  • Keystone Wealth Services first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Keystone Wealth Services's Fidelity Momentum Factor ETF position peaked at $619K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.