P
FDMO icon

&Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

&Partners’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 		$1.66M Buy
17,412
+584
+3% +$53.7K 0.01% 1130
2026
Q1 		$1.31M Buy
16,828
+7,603
+82% +$639K 0.01% 1150
2025
Q4 		$776K Buy
+9,225
New +$770K ﹤0.01% 1367

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

&Partners's FDMO Position: Q2 2026 in Review

&Partners increased its Fidelity Momentum Factor ETF (FDMO) stake by 3.5% in Q2 2026, buying an estimated $53.7K and bringing the position to 17,412 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1130.

&Partners first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • &Partners held 17,412 shares of Fidelity Momentum Factor ETF worth $1.66M as of Q2 2026.
  • &Partners bought 584 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $53.7K.
  • Fidelity Momentum Factor ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1130 holding.
  • &Partners first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.