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 Q2	$3.18M	Buy	32,285 +9,558	+42%	+$878K	0.01%	977
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

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

NewEdge Advisors's FDMO Position: Q2 2026 in Review

NewEdge Advisors increased its Fidelity Momentum Factor ETF (FDMO) stake by 42% in Q2 2026, buying an estimated $878K and bringing the position to 32,285 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #977.

NewEdge Advisors first reported a position in FDMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.57M in Q3 2025. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

NewEdge Advisors held 32,285 shares of Fidelity Momentum Factor ETF worth $3.18M as of Q2 2026.
NewEdge Advisors bought 9,558 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $878K.
Fidelity Momentum Factor ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #977 holding.
NewEdge Advisors first reported a position in Fidelity Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
NewEdge Advisors's Fidelity Momentum Factor ETF position peaked at $4.57M in Q3 2025.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.