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

Nova 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	$3.85M	Buy	39,016 +24,768	+174%	+$2.28M	2.12%	7
2026 Q1	$1.14M	Buy	14,248 +1,101	+8%	+$92.6K	0.74%	44
2025 Q4	$1.1M	Buy	13,147 +3,736	+40%	+$312K	0.76%	41
2025 Q3	$783K	Sell	9,411 -157	-2%	-$12.4K	0.55%	49
2025 Q2	$726K	Sell	9,568 -305	-3%	-$21K	0.53%	51
2025 Q1	$642K	Buy	+9,873	New	+$689K	0.55%	50

Other funds holding FDMO

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Nova Wealth Management's FDMO Position: Q2 2026 in Review

Nova Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 174% in Q2 2026, buying an estimated $2.28M and bringing the position to 39,016 shares worth $3.85M. The position accounts for 2.12% of the portfolio, ranked #7.

Nova Wealth Management first reported a position in FDMO in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Nova Wealth Management held 39,016 shares of Fidelity Momentum Factor ETF worth $3.85M as of Q2 2026.
Nova Wealth Management bought 24,768 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $2.28M.
Fidelity Momentum Factor ETF made up 2.12% of Nova Wealth Management's portfolio in Q2 2026, its #7 holding.
Nova Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.