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&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
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 $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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

&Partners's FDMO Position: Q1 2026 in Review

&Partners increased its Fidelity Momentum Factor ETF (FDMO) stake by 82% in Q1 2026, buying an estimated $639K and bringing the position to 16,828 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1150.

&Partners first reported a position in FDMO in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • &Partners held 16,828 shares of Fidelity Momentum Factor ETF worth $1.31M as of Q1 2026.
  • &Partners bought 7,603 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $639K.
  • Fidelity Momentum Factor ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1150 holding.
  • &Partners first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.