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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's FDMO Position: Q1 2026 in Review

Raymond James Financial increased its Fidelity Momentum Factor ETF (FDMO) stake by 20% in Q1 2026, buying an estimated $2.44M and bringing the position to 170,948 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Raymond James Financial first reported a position in FDMO in Q4 2024 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Raymond James Financial held 170,948 shares of Fidelity Momentum Factor ETF worth $13.7M as of Q1 2026.
Raymond James Financial bought 28,994 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $2.44M.
Fidelity Momentum Factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1763 holding.
Raymond James Financial first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.