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Retireful LLC’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Retireful LLC’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 		– Sell
-4,184
Closed -$351K – 101
2025
Q4 		$351K Buy
+4,184
New +$349K 0.44% 72

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
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
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

Retireful LLC's FDMO Position: Q1 2026 in Review

Retireful LLC sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2026, closing a stake of 4,184 shares — an estimated $351K sold.

Retireful LLC first reported a position in FDMO in Q4 2025 and held it in 1 quarter. The position peaked at $351K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Retireful LLC reported no remaining Fidelity Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Retireful LLC sold 4,184 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $351K.
  • Retireful LLC first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and held it in 1 quarter.
  • Retireful LLC's Fidelity Momentum Factor ETF position peaked at $351K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.