RCS Financial Planning’s Fidelity Momentum Factor ETF FDMO Stock Holding History

RCS Financial Planning’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	$712K	Buy	+8,890	New	+$748K	0.37%	51

Other funds holding FDMO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 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

RCS Financial Planning's FDMO Position: Q1 2026 in Review

RCS Financial Planning opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q1 2026: 8,890 shares worth $712K. The stake represents 0.37% of the portfolio and ranks #51 among its holdings.

96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

RCS Financial Planning held 8,890 shares of Fidelity Momentum Factor ETF worth $712K as of Q1 2026.
Fidelity Momentum Factor ETF was a new RCS Financial Planning position in Q1 2026.
Fidelity Momentum Factor ETF made up 0.37% of RCS Financial Planning's portfolio in Q1 2026, its #51 holding.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.