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

Mosley 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 Q3	$8.49M	Buy	90,977 +3,914	+4%	+$370K	2.47%	9
2026 Q2	$8.58M	Buy	87,063 +80,257	+1,179%	+$7.38M	2.73%	9
2026 Q1	$566K	Sell	6,806 -588	-8%	-$49.4K	0.26%	79
2025 Q4	$618K	Buy	+7,394	New	+$618K	0.28%	77

Other funds holding FDMO

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Mosley Wealth Management's FDMO Position: Q3 2026 in Review

Mosley Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 4.5% in Q3 2026, buying an estimated $370K and bringing the position to 90,977 shares worth $8.49M. The position accounts for 2.47% of the portfolio, ranked #9.

Mosley Wealth Management first reported a position in FDMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.58M in Q2 2026. 36 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

Mosley Wealth Management held 90,977 shares of Fidelity Momentum Factor ETF worth $8.49M as of Q3 2026.
Mosley Wealth Management bought 3,914 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $370K.
Fidelity Momentum Factor ETF made up 2.47% of Mosley Wealth Management's portfolio in Q3 2026, its #9 holding.
Mosley Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
Mosley Wealth Management's Fidelity Momentum Factor ETF position peaked at $8.58M in Q2 2026.
36 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.