Rockland Trust
FDMO icon

Rockland Trust’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Rockland Trust’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 		$421K Buy
4,432
+1,197
+37% +$113K 0.02% 235
2026
Q2 		$319K Buy
+3,235
New +$297K 0.01% 270

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Madison Wealth Partners
Madison Wealth Partners Madison, Wisconsin $958M AUM 15.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Rockland Trust's FDMO Position: Q3 2026 in Review

Rockland Trust increased its Fidelity Momentum Factor ETF (FDMO) stake by 37% in Q3 2026, buying an estimated $113K and bringing the position to 4,432 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #235.

Rockland Trust first reported a position in FDMO in Q2 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

  • Rockland Trust held 4,432 shares of Fidelity Momentum Factor ETF worth $421K as of Q3 2026.
  • Rockland Trust bought 1,197 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $113K.
  • Fidelity Momentum Factor ETF made up 0.02% of Rockland Trust's portfolio in Q3 2026, its #235 holding.
  • Rockland Trust first reported a position in Fidelity Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.