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

Orgel 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 		$675K Sell
6,843
-605
-8% -$55.6K 0.01% 73
2026
Q1 		$597K Sell
7,448
-1,513
-17% -$127K 0.01% 62
2025
Q4 		$752K Sell
8,961
-147
-2% -$12.3K 0.02% 55
2025
Q3 		$758K Buy
9,108
+277
+3% +$21.9K 0.02% 55
2025
Q2 		$670K Buy
+8,831
New +$608K 0.02% 56

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
PS
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

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

Orgel Wealth Management reduced its Fidelity Momentum Factor ETF (FDMO) stake by 8.1% in Q2 2026, selling an estimated $55.6K and leaving 6,843 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #73.

Orgel Wealth Management first reported a position in FDMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $758K in Q3 2025. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Orgel Wealth Management held 6,843 shares of Fidelity Momentum Factor ETF worth $675K as of Q2 2026.
  • Orgel Wealth Management sold 605 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $55.6K.
  • Fidelity Momentum Factor ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Orgel Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Orgel Wealth Management's Fidelity Momentum Factor ETF position peaked at $758K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

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