RCS Financial Planning
FDMO icon

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
Q3 		– Sell
-7,983
Closed -$787K – 97
2026
Q2 		$787K Sell
7,983
-907
-10% -$83.4K 0.37% 48
2026
Q1 		$712K Buy
+8,890
New +$748K 0.37% 51

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RCS Financial Planning's FDMO Position: Q3 2026 in Review

RCS Financial Planning sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2026, closing a stake of 7,983 shares — an estimated $787K sold.

RCS Financial Planning first reported a position in FDMO in Q1 2026 and held it in 2 quarters. The position peaked at $787K in Q2 2026. 86 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

  • RCS Financial Planning reported no remaining Fidelity Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
  • RCS Financial Planning sold 7,983 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $787K.
  • RCS Financial Planning first reported a position in Fidelity Momentum Factor ETF in Q1 2026 and held it in 2 quarters.
  • RCS Financial Planning's Fidelity Momentum Factor ETF position peaked at $787K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.