Northwestern Mutual Wealth Management
FDMO icon

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

Northwestern Mutual 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
Q1 		$565K Buy
7,049
+579
+9% +$48.7K ﹤0.01% 1526
2025
Q4 		$543K Buy
6,470
+989
+18% +$82.6K ﹤0.01% 1498
2025
Q3 		$456K Buy
5,481
+302
+6% +$23.8K ﹤0.01% 1496
2025
Q2 		$393K Buy
5,179
+3,232
+166% +$222K ﹤0.01% 1478
2025
Q1 		$127K Buy
1,947
+1,233
+173% +$86.1K ﹤0.01% 1843
2024
Q4 		$49.7K Hold
714
– – ﹤0.01% 2191
2024
Q3 		$47.2K Hold
714
– – ﹤0.01% 2177
2024
Q2 		$45.5K Hold
714
– – ﹤0.01% 2117
2024
Q1 		$43.1K Buy
+714
New +$40.4K ﹤0.01% 2134
2019
Q1 		– Sell
-375
Closed -$11K – 2584
2018
Q4 		$11K Buy
+375
New +$12K ﹤0.01% 1792

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 $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
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

Northwestern Mutual Wealth Management's FDMO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 8.9% in Q1 2026, buying an estimated $48.7K and bringing the position to 7,049 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Northwestern Mutual Wealth Management first reported a position in FDMO in Q4 2018 and has held it in 10 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Northwestern Mutual Wealth Management held 7,049 shares of Fidelity Momentum Factor ETF worth $565K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 579 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $48.7K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1526 holding.
  • Northwestern Mutual Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and has held it in 10 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.