Mariner’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Mariner’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	$341K	Sell	4,251 -29	-0.7%	-$2.44K	﹤0.01%	2758
2025 Q4	$359K	Buy	+4,280	New	+$357K	﹤0.01%	2694
2020 Q1	–	Sell	-11,832	Closed	-$434K	–	723
2019 Q4	$434K	Sell	11,832 -764	-6%	-$27.1K	﹤0.01%	621
2019 Q3	$441K	Sell	12,596 -4,343	-26%	-$155K	0.01%	617
2019 Q2	$600K	Buy	16,939 +7	+0%	+$243	0.01%	666
2019 Q1	$572K	Buy	16,932 +2,250	+15%	+$73K	0.01%	625
2018 Q4	$435K	Hold	14,682	–	–	0.01%	601
2018 Q3	$519K	Hold	14,682	–	–	0.01%	547
2018 Q2	$483K	Sell	14,682 -36	-0.2%	-$1.18K	0.01%	550
2018 Q1	$465K	Buy	14,718 +36	+0.2%	+$1.17K	0.02%	448
2017 Q4	$459K	Buy	+14,682	New	+$448K	0.02%	403

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

Mariner's FDMO Position: Q1 2026 in Review

Mariner reduced its Fidelity Momentum Factor ETF (FDMO) stake by 0.68% in Q1 2026, selling an estimated $2.44K and leaving 4,251 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Mariner first reported a position in FDMO in Q4 2017 and has held it in 11 quarters since. The position peaked at $600K in Q2 2019. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Mariner held 4,251 shares of Fidelity Momentum Factor ETF worth $341K as of Q1 2026.
Mariner sold 29 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $2.44K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2758 holding.
Mariner first reported a position in Fidelity Momentum Factor ETF in Q4 2017 and has held it in 11 quarters since.
Mariner's Fidelity Momentum Factor ETF position peaked at $600K in Q2 2019.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.