RIL
FDMO icon

Rothschild Investment LLC’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Rothschild Investment 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
Q2 		$16.1K Hold
164
– – ﹤0.01% 1637
2026
Q1 		$13.1K Hold
164
– – ﹤0.01% 1588
2025
Q4 		$13.7K Buy
+164
New +$13.7K ﹤0.01% 1460

Other funds holding FDMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rothschild Investment LLC's FDMO Position: Q2 2026 in Review

Rothschild Investment LLC held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 164 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Rothschild Investment LLC first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Rothschild Investment LLC held 164 shares of Fidelity Momentum Factor ETF worth $16.1K as of Q2 2026.
  • Rothschild Investment LLC left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1637 holding.
  • Rothschild Investment LLC first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.