Raymond James Financial
FDMO icon

Raymond James Financial’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Raymond James Financial’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 		$26M Buy
263,839
+92,891
+54% +$8.54M 0.01% 1372
2026
Q1 		$13.7M Buy
170,948
+28,994
+20% +$2.44M ﹤0.01% 1763
2025
Q4 		$11.9M Buy
141,954
+9,686
+7% +$809K ﹤0.01% 1818
2025
Q3 		$11M Buy
132,268
+2,109
+2% +$167K ﹤0.01% 1842
2025
Q2 		$9.87M Buy
130,159
+11,278
+9% +$776K ﹤0.01% 1878
2025
Q1 		$7.73M Buy
118,881
+15,114
+15% +$1.06M ﹤0.01% 2008
2024
Q4 		$7.22M Buy
+103,767
New +$7.23M ﹤0.01% 2083

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 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial's FDMO Position: Q2 2026 in Review

Raymond James Financial increased its Fidelity Momentum Factor ETF (FDMO) stake by 54% in Q2 2026, buying an estimated $8.54M and bringing the position to 263,839 shares worth $26M. The position accounts for 0.01% of the portfolio, ranked #1372.

Raymond James Financial first reported a position in FDMO in Q4 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Raymond James Financial held 263,839 shares of Fidelity Momentum Factor ETF worth $26M as of Q2 2026.
  • Raymond James Financial bought 92,891 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $8.54M.
  • Fidelity Momentum Factor ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1372 holding.
  • Raymond James Financial first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.