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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
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 $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

MAI Capital Management's FDMO Position: Q1 2026 in Review

MAI Capital Management held its Fidelity Momentum Factor ETF (FDMO) position steady in Q1 2026 at 57 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

MAI Capital Management first reported a position in FDMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.81K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • MAI Capital Management held 57 shares of Fidelity Momentum Factor ETF worth $4.59K as of Q1 2026.
  • MAI Capital Management left its Fidelity Momentum Factor ETF share count unchanged in Q1 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3559 holding.
  • MAI Capital Management first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • MAI Capital Management's Fidelity Momentum Factor ETF position peaked at $4.81K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.