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FDMO icon

NewEdge Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

NewEdge Advisors’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 		$1.82M Sell
22,727
-4,594
-17% -$386K 0.01% 1164
2025
Q4 		$2.29M Sell
27,321
-27,613
-50% -$2.31M 0.01% 1001
2025
Q3 		$4.57M Sell
54,934
-3,551
-6% -$280K 0.02% 667
2025
Q2 		$4.44M Buy
58,485
+46,144
+374% +$3.18M 0.02% 615
2025
Q1 		$803K Buy
12,341
+898
+8% +$62.7K ﹤0.01% 1311
2024
Q4 		$797K Sell
11,443
-162
-1% -$11.3K ﹤0.01% 1283
2024
Q3 		$768K Sell
11,605
-3,707
-24% -$236K 0.01% 1228
2024
Q2 		$976K Sell
15,312
-6,323
-29% -$384K 0.01% 1083
2024
Q1 		$1.31M Sell
21,635
-124
-0.6% -$7.02K 0.01% 867
2023
Q4 		$1.18M Sell
21,759
-4,940
-19% -$242K 0.01% 862
2023
Q3 		$1.25M Buy
26,699
+1,062
+4% +$51.4K 0.01% 768
2023
Q2 		$1.24M Buy
+25,637
New +$1.18M 0.01% 770

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 $376B 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