Morgan Stanley’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Morgan Stanley’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	$2.01M	Buy	25,147 +2,312	+10%	+$194K	﹤0.01%	4765
2025 Q4	$1.92M	Sell	22,835 -21,136	-48%	-$1.77M	﹤0.01%	4842
2025 Q3	$3.66M	Buy	43,971 +26,622	+153%	+$2.1M	﹤0.01%	4387
2025 Q2	$1.32M	Sell	17,349 -3,253	-16%	-$224K	﹤0.01%	4968
2025 Q1	$1.34M	Sell	20,602 -422	-2%	-$29.5K	﹤0.01%	4852
2024 Q4	$1.46M	Buy	21,024 +8,024	+62%	+$559K	﹤0.01%	4896
2024 Q3	$860K	Sell	13,000 -16,994	-57%	-$1.08M	﹤0.01%	5129
2024 Q2	$1.91M	Sell	29,994 -239	-0.8%	-$14.5K	﹤0.01%	4600
2024 Q1	$1.82M	Sell	30,233 -31,073	-51%	-$1.76M	﹤0.01%	4645
2023 Q4	$3.24M	Buy	61,306 +30,496	+99%	+$1.5M	﹤0.01%	4658
2023 Q3	$1.44M	Sell	30,810 -729	-2%	-$35.3K	﹤0.01%	4590
2023 Q2	$1.53M	Sell	31,539 -4,945	-14%	-$227K	﹤0.01%	4594
2023 Q1	$1.63M	Sell	36,484 -1,180	-3%	-$51.5K	﹤0.01%	4576
2022 Q4	$1.61M	Sell	37,664 -1,975	-5%	-$86.2K	﹤0.01%	4587
2022 Q3	$1.63M	Buy	39,639 +706	+2%	+$31.4K	﹤0.01%	4571
2022 Q2	$1.63M	Buy	38,933 +194	+0.5%	+$8.81K	﹤0.01%	4689
2022 Q1	$1.98M	Sell	38,739 -7,738	-17%	-$385K	﹤0.01%	4536
2021 Q4	$2.5M	Buy	46,477 +1,355	+3%	+$71K	﹤0.01%	4403
2021 Q3	$2.21M	Buy	45,122 +9,728	+27%	+$488K	﹤0.01%	4483
2021 Q2	$1.72M	Buy	35,394 +20,597	+139%	+$970K	﹤0.01%	4743
2021 Q1	$665K	Buy	14,797 +13,507	+1,047%	+$615K	﹤0.01%	4987
2020 Q4	$57K	Buy	1,290 +690	+115%	+$29.1K	﹤0.01%	6115
2020 Q3	$24K	Buy	+600	New	+$23.7K	﹤0.01%	5992
2020 Q1	–	Sell	-530	Closed	-$19K	–	6607
2019 Q4	$19K	Sell	530 -1,006	-65%	-$35.7K	﹤0.01%	6109
2019 Q3	$54K	Buy	1,536 +1,006	+190%	+$35.8K	﹤0.01%	5696
2019 Q2	$19K	Hold	530	–	–	﹤0.01%	5947
2019 Q1	$18K	Sell	530 -46	-8%	-$1.49K	﹤0.01%	6035
2018 Q4	$17K	Buy	576 +530	+1,152%	+$17K	﹤0.01%	6047
2018 Q3	$2K	Hold	46	–	–	﹤0.01%	6569
2018 Q2	$2K	Hold	46	–	–	﹤0.01%	6542
2018 Q1	$1K	Buy	+46	New	+$1.49K	﹤0.01%	6536

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

Morgan Stanley's FDMO Position: Q1 2026 in Review

Morgan Stanley increased its Fidelity Momentum Factor ETF (FDMO) stake by 10% in Q1 2026, buying an estimated $194K and bringing the position to 25,147 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #4765.

Morgan Stanley first reported a position in FDMO in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.66M in Q3 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Morgan Stanley held 25,147 shares of Fidelity Momentum Factor ETF worth $2.01M as of Q1 2026.
Morgan Stanley bought 2,312 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $194K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4765 holding.
Morgan Stanley first reported a position in Fidelity Momentum Factor ETF in Q1 2018 and has held it in 31 quarters since.
Morgan Stanley's Fidelity Momentum Factor ETF position peaked at $3.66M in Q3 2025.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.