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Marks Group Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Marks Group Wealth 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 		$17M Buy
172,437
+87,317
+103% +$8.02M 1.48% 11
2026
Q1 		$6.82M Buy
85,120
+79,957
+1,549% +$6.72M 0.66% 45
2025
Q4 		$433K Buy
+5,163
New +$431K 0.04% 247

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marks Group Wealth Management's FDMO Position: Q2 2026 in Review

Marks Group Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 103% in Q2 2026, buying an estimated $8.02M and bringing the position to 172,437 shares worth $17M. The position accounts for 1.48% of the portfolio, ranked #11.

Marks Group Wealth Management first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Marks Group Wealth Management held 172,437 shares of Fidelity Momentum Factor ETF worth $17M as of Q2 2026.
  • Marks Group Wealth Management bought 87,317 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $8.02M.
  • Fidelity Momentum Factor ETF made up 1.48% of Marks Group Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Marks Group Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.