Rehmann Capital Advisory Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Rehmann Capital Advisory Group’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	$1.37M	Buy	17,154 +1	+0%	+$84	0.07%	196
2025 Q4	$1.44M	Sell	17,153 -285	-2%	-$23.8K	0.08%	177
2025 Q3	$1.45M	Buy	+17,438	New	+$1.38M	0.08%	171
2025 Q2	–	Sell	-17,588	Closed	-$1.14M	–	621
2025 Q1	$1.14M	Hold	17,588	–	–	0.07%	202
2024 Q4	$1.22M	Hold	17,588	–	–	0.08%	187
2024 Q3	$1.16M	Buy	17,588 +804	+5%	+$51.1K	0.08%	195
2024 Q2	$1.07M	Sell	16,784 -6,872	-29%	-$417K	0.08%	195
2024 Q1	$1.43M	Hold	23,656	–	–	0.11%	152
2023 Q4	$1.25M	Hold	23,656	–	–	0.1%	153
2023 Q3	$1.1M	Hold	23,656	–	–	0.1%	156
2023 Q2	$1.14M	Hold	23,656	–	–	0.1%	166
2023 Q1	$1.06M	Buy	23,656 +1	+0%	+$44	0.1%	177
2022 Q4	$1.01M	Sell	23,655 -323	-1%	-$14.1K	0.1%	174
2022 Q3	$986K	Buy	23,978 +823	+4%	+$36.6K	0.11%	162
2022 Q2	$966K	Hold	23,155	–	–	0.11%	165
2022 Q1	$1.18M	Sell	23,155 -81	-0.3%	-$4.03K	0.11%	159
2021 Q4	$1.25M	Hold	23,236	–	–	0.12%	166
2021 Q3	$1.14M	Hold	23,236	–	–	0.11%	171
2021 Q2	$1.13M	Sell	23,236 -7,073	-23%	-$333K	0.11%	159
2021 Q1	$1.36M	Hold	30,309	–	–	0.14%	123
2020 Q4	$1.34M	Hold	30,309	–	–	0.15%	113
2020 Q3	$1.22M	Hold	30,309	–	–	0.16%	118
2020 Q2	$1.11M	Buy	30,309 +7,073	+30%	+$245K	0.15%	124
2020 Q1	$704K	Buy	+23,236	New	+$824K	0.11%	149
2019 Q3	–	Sell	-433	Closed	-$15.3K	–	1804
2019 Q2	$15.3K	Hold	433	–	–	﹤0.01%	1219
2019 Q1	$14.6K	Buy	+433	New	+$14.1K	﹤0.01%	1214
2018 Q4	–	Sell	-433	Closed	-$15.3K	–	1914
2018 Q3	$15.3K	Hold	433	–	–	﹤0.01%	1212
2018 Q2	$14.2K	Hold	433	–	–	﹤0.01%	1219
2018 Q1	$14K	Buy	+433	New	+$14K	﹤0.01%	1193

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

Rehmann Capital Advisory Group's FDMO Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Fidelity Momentum Factor ETF (FDMO) stake by 0.01% in Q1 2026, buying an estimated $84 and bringing the position to 17,154 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #196.

Rehmann Capital Advisory Group first reported a position in FDMO in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.45M in Q3 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Rehmann Capital Advisory Group held 17,154 shares of Fidelity Momentum Factor ETF worth $1.37M as of Q1 2026.
Rehmann Capital Advisory Group bought 1 Fidelity Momentum Factor ETF share in Q1 2026, an estimated $84.
Fidelity Momentum Factor ETF made up 0.07% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #196 holding.
Rehmann Capital Advisory Group first reported a position in Fidelity Momentum Factor ETF in Q1 2018 and has held it in 29 quarters since.
Rehmann Capital Advisory Group's Fidelity Momentum Factor ETF position peaked at $1.45M in Q3 2025.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.