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Principal Securities’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Principal Securities’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 		$2.53M Buy
+31,598
New +$2.66M 0.04% 417
2025
Q4 		– Sell
-480
Closed -$39.9K – 2066
2025
Q3 		$39.9K Buy
480
+29
+6% +$2.29K ﹤0.01% 2063
2025
Q2 		$34.2K Buy
+451
New +$31K ﹤0.01% 2059

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

Principal Securities's FDMO Position: Q1 2026 in Review

Principal Securities opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q1 2026: 31,598 shares worth $2.53M. The stake represents 0.04% of the portfolio and ranks #417 among its holdings. This is a return to the name: Principal Securities previously reported a position in FDMO as recently as Q3 2025.

Principal Securities first reported a position in FDMO in Q2 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Principal Securities held 31,598 shares of Fidelity Momentum Factor ETF worth $2.53M as of Q1 2026.
  • Fidelity Momentum Factor ETF was a new Principal Securities position in Q1 2026.
  • Fidelity Momentum Factor ETF made up 0.04% of Principal Securities's portfolio in Q1 2026, its #417 holding.
  • Principal Securities first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.