Linscomb Wealth’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Linscomb Wealth’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	$320K	Hold	4,000	–	–	0.01%	284
2025 Q4	$336K	Hold	4,000	–	–	0.01%	254
2025 Q3	$333K	Hold	4,000	–	–	0.01%	258
2025 Q2	$303K	Hold	4,000	–	–	0.01%	263
2025 Q1	$260K	Hold	4,000	–	–	0.01%	265
2024 Q4	$278K	Hold	4,000	–	–	0.01%	259
2024 Q3	$265K	Hold	4,000	–	–	0.01%	262
2024 Q2	$255K	Hold	4,000	–	–	0.01%	261
2024 Q1	$241K	Buy	+4,000	New	+$226K	0.01%	265

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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 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

Linscomb Wealth's FDMO Position: Q1 2026 in Review

Linscomb Wealth held its Fidelity Momentum Factor ETF (FDMO) position steady in Q1 2026 at 4,000 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #284.

Linscomb Wealth first reported a position in FDMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $336K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Linscomb Wealth held 4,000 shares of Fidelity Momentum Factor ETF worth $320K as of Q1 2026.
Linscomb Wealth left its Fidelity Momentum Factor ETF share count unchanged in Q1 2026.
Fidelity Momentum Factor ETF made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #284 holding.
Linscomb Wealth first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
Linscomb Wealth's Fidelity Momentum Factor ETF position peaked at $336K in Q4 2025.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.