Regatta Research & Money Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Regatta Research & Money Management’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 Q2	$44K	Buy	+446	New	+$41K	0.04%	279

Other funds holding FDMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

GLR

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

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

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

MWM

Mosley Wealth Management Anaheim, California $314M AUM

Regatta Research & Money Management's FDMO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 446 shares worth $44K. The stake represents 0.04% of the portfolio and ranks #279 among its holdings.

89 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Regatta Research & Money Management held 446 shares of Fidelity Momentum Factor ETF worth $44K as of Q2 2026.
Fidelity Momentum Factor ETF was a new Regatta Research & Money Management position in Q2 2026.
Fidelity Momentum Factor ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #279 holding.
89 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.