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Old Mission Capital’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Old Mission Capital’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
2025
Q4 		– Sell
-3,010
Closed -$250K – 1103
2025
Q3 		$250K Sell
3,010
-17,685
-85% -$1.4M 0.01% 936
2025
Q2 		$1.57M Sell
20,695
-10,915
-35% -$751K 0.03% 297
2025
Q1 		$2.06M Buy
+31,610
New +$2.21M 0.03% 231
2024
Q2 		– Sell
-4,330
Closed -$261K – 1417
2024
Q1 		$261K Buy
+4,330
New +$245K ﹤0.01% 968

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
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Old Mission Capital's FDMO Position: Q4 2025 in Review

Old Mission Capital sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2025, closing a stake of 3,010 shares — an estimated $250K sold.

Old Mission Capital first reported a position in FDMO in Q1 2024 and held it in 4 quarters. The position peaked at $2.06M in Q1 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

  • Old Mission Capital reported no remaining Fidelity Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Old Mission Capital sold 3,010 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $250K.
  • Old Mission Capital first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and held it in 4 quarters.
  • Old Mission Capital's Fidelity Momentum Factor ETF position peaked at $2.06M in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.