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 Q2	$654K	Sell	6,630 -419	-6%	-$38.5K	﹤0.01%	1561
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 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

Northwestern Mutual Wealth Management's FDMO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Fidelity Momentum Factor ETF (FDMO) stake by 5.9% in Q2 2026, selling an estimated $38.5K and leaving 6,630 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Northwestern Mutual Wealth Management first reported a position in FDMO in Q4 2018 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Northwestern Mutual Wealth Management held 6,630 shares of Fidelity Momentum Factor ETF worth $654K as of Q2 2026.
Northwestern Mutual Wealth Management sold 419 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $38.5K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1561 holding.
Northwestern Mutual Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2018 and has held it in 11 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.