Rockefeller Capital Management
FDMO icon

Rockefeller Capital Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Rockefeller Capital Management’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 		$3.46M Buy
43,138
+18,731
+77% +$1.58M 0.01% 1071
2025
Q4 		$2.05M Buy
24,407
+3,025
+14% +$253K ﹤0.01% 1235
2025
Q3 		$1.78M Sell
21,382
-3,875
-15% -$306K ﹤0.01% 1206
2025
Q2 		$1.92M Sell
25,257
-604
-2% -$41.6K ﹤0.01% 1120
2025
Q1 		$1.68M Buy
25,861
+3,123
+14% +$218K ﹤0.01% 1098
2024
Q4 		$1.58M Sell
22,738
-234
-1% -$16.3K ﹤0.01% 1099
2024
Q3 		$1.52M Buy
22,972
+1,198
+6% +$76.2K ﹤0.01% 1096
2024
Q2 		$1.39M Buy
21,774
+6,965
+47% +$423K ﹤0.01% 1100
2024
Q1 		$894K Buy
14,809
+2,484
+20% +$141K ﹤0.01% 1300
2023
Q4 		$652K Buy
+12,325
New +$605K ﹤0.01% 1280
2023
Q3 		– Sell
-6,630
Closed -$321K – 1595
2023
Q2 		$321K Sell
6,630
-1,533
-19% -$70.3K ﹤0.01% 1497
2023
Q1 		$363K Buy
8,163
+4,486
+122% +$196K ﹤0.01% 1494
2022
Q4 		$157K Buy
3,677
+95
+3% +$4.15K ﹤0.01% 1786
2022
Q3 		$146K Buy
3,582
+1,056
+42% +$46.9K ﹤0.01% 1794
2022
Q2 		$104K Buy
2,526
+2,040
+420% +$92.6K ﹤0.01% 1927
2022
Q1 		$23K Sell
486
-1,532
-76% -$76.2K ﹤0.01% 2658
2021
Q4 		$108K Buy
2,018
+1,850
+1,101% +$97K ﹤0.01% 1904
2021
Q3 		$8K Buy
+168
New +$8.43K ﹤0.01% 2986

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

Rockefeller Capital Management's FDMO Position: Q1 2026 in Review

Rockefeller Capital Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 77% in Q1 2026, buying an estimated $1.58M and bringing the position to 43,138 shares worth $3.46M. The position accounts for 0.01% of the portfolio, ranked #1071.

Rockefeller Capital Management first reported a position in FDMO in Q3 2021 and has held it in 18 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Rockefeller Capital Management held 43,138 shares of Fidelity Momentum Factor ETF worth $3.46M as of Q1 2026.
  • Rockefeller Capital Management bought 18,731 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $1.58M.
  • Fidelity Momentum Factor ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1071 holding.
  • Rockefeller Capital Management first reported a position in Fidelity Momentum Factor ETF in Q3 2021 and has held it in 18 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.