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MAI Capital Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

MAI Capital 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 		– Sell
-57
Closed -$4.59K – 2962
2026
Q1 		$4.59K Hold
57
– – ﹤0.01% 3559
2025
Q4 		$4.81K Hold
57
– – ﹤0.01% 3135
2025
Q3 		$4.76K Hold
57
– – ﹤0.01% 3036
2025
Q2 		$4.35K Buy
+57
New +$3.92K ﹤0.01% 3114

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
PS
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

MAI Capital Management's FDMO Position: Q2 2026 in Review

MAI Capital Management sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2026, closing a stake of 57 shares — an estimated $4.59K sold.

MAI Capital Management first reported a position in FDMO in Q2 2025 and held it in 4 quarters. The position peaked at $4.81K in Q4 2025. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • MAI Capital Management reported no remaining Fidelity Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 57 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $4.59K.
  • MAI Capital Management first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Fidelity Momentum Factor ETF position peaked at $4.81K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.