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 Q3	$676K	Buy	7,116 +273	+4%	+$25.8K	0.01%	72
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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Orgel Wealth Management's FDMO Position: Q3 2026 in Review

Orgel Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 4% in Q3 2026, buying an estimated $25.8K and bringing the position to 7,116 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #72.

Orgel Wealth Management first reported a position in FDMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $758K in Q3 2025. 24 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

Orgel Wealth Management held 7,116 shares of Fidelity Momentum Factor ETF worth $676K as of Q3 2026.
Orgel Wealth Management bought 273 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $25.8K.
Fidelity Momentum Factor ETF made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #72 holding.
Orgel Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 6 quarters since.
Orgel Wealth Management's Fidelity Momentum Factor ETF position peaked at $758K in Q3 2025.
24 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.