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

FHC

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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 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

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

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. 17 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.
17 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.