LPL Financial’s Fidelity Momentum Factor ETF FDMO Stock Holding History

LPL Financial’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	$11.6M	Buy	145,230 +38,432	+36%	+$3.23M	﹤0.01%	1869
2025 Q4	$8.97M	Buy	106,798 +49,790	+87%	+$4.16M	﹤0.01%	2031
2025 Q3	$4.74M	Buy	57,008 +24,397	+75%	+$1.93M	﹤0.01%	2513
2025 Q2	$2.47M	Buy	32,611 +5,624	+21%	+$387K	﹤0.01%	2926
2025 Q1	$1.76M	Buy	26,987 +5,133	+23%	+$358K	﹤0.01%	3070
2024 Q4	$1.52M	Buy	21,854 +2,673	+14%	+$186K	﹤0.01%	3132
2024 Q3	$1.27M	Sell	19,181 -3,984	-17%	-$253K	﹤0.01%	3162
2024 Q2	$1.48M	Buy	23,165 +801	+4%	+$48.6K	﹤0.01%	2889
2024 Q1	$1.35M	Buy	22,364 +1,579	+8%	+$89.4K	﹤0.01%	2924
2023 Q4	$1.1M	Buy	20,785 +5,454	+36%	+$268K	﹤0.01%	2963
2023 Q3	$716K	Buy	15,331 +285	+2%	+$13.8K	﹤0.01%	3199
2023 Q2	$728K	Sell	15,046 -471	-3%	-$21.6K	﹤0.01%	3131
2023 Q1	$693K	Sell	15,517 -1,495	-9%	-$65.3K	﹤0.01%	3064
2022 Q4	$728K	Sell	17,012 -1,268	-7%	-$55.3K	﹤0.01%	2909
2022 Q3	$752K	Sell	18,280 -4,280	-19%	-$190K	﹤0.01%	2766
2022 Q2	$941K	Sell	22,560 -1,305	-5%	-$59.3K	﹤0.01%	2620
2022 Q1	$1.22M	Sell	23,865 -742	-3%	-$36.9K	﹤0.01%	2448
2021 Q4	$1.32M	Sell	24,607 -2,823	-10%	-$148K	﹤0.01%	2428
2021 Q3	$1.34M	Sell	27,430 -1,088	-4%	-$54.6K	﹤0.01%	2375
2021 Q2	$1.39M	Sell	28,518 -6,360	-18%	-$300K	﹤0.01%	2289
2021 Q1	$1.57M	Sell	34,878 -627	-2%	-$28.5K	﹤0.01%	2023
2020 Q4	$1.57M	Buy	35,505 +4,337	+14%	+$183K	﹤0.01%	1849
2020 Q3	$1.26M	Sell	31,168 -5,156	-14%	-$204K	﹤0.01%	1757
2020 Q2	$1.33M	Buy	36,324 +2,895	+9%	+$100K	﹤0.01%	1613
2020 Q1	$1.01M	Buy	33,429 +3,618	+12%	+$128K	﹤0.01%	1609
2019 Q4	$1.09M	Buy	29,811 +1,233	+4%	+$43.7K	﹤0.01%	1769
2019 Q3	$1M	Buy	28,578 +1,017	+4%	+$36.2K	﹤0.01%	1740
2019 Q2	$977K	Buy	27,561 +749	+3%	+$26K	﹤0.01%	1740
2019 Q1	$906K	Sell	26,812 -8,480	-24%	-$275K	﹤0.01%	1719
2018 Q4	$1.05M	Buy	35,292 +21,815	+162%	+$699K	﹤0.01%	1501
2018 Q3	$476K	Buy	+13,477	New	+$463K	﹤0.01%	2271

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 $31B AUM 28.39% 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

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's FDMO Position: Q1 2026 in Review

LPL Financial increased its Fidelity Momentum Factor ETF (FDMO) stake by 36% in Q1 2026, buying an estimated $3.23M and bringing the position to 145,230 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

LPL Financial first reported a position in FDMO in Q3 2018 and has held it in 31 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

LPL Financial held 145,230 shares of Fidelity Momentum Factor ETF worth $11.6M as of Q1 2026.
LPL Financial bought 38,432 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $3.23M.
Fidelity Momentum Factor ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1869 holding.
LPL Financial first reported a position in Fidelity Momentum Factor ETF in Q3 2018 and has held it in 31 quarters since.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.