Sax Wealth Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Sax Wealth Advisors’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	$546K	Hold	6,811	–	–	0.02%	319
2026 Q1	$572K	Hold	6,811	–	–	0.03%	268
2025 Q4	$572K	Hold	6,811	–	–	0.03%	276
2025 Q3	$566K	Hold	6,811	–	–	0.03%	254
2025 Q2	$517K	Sell	6,811 -865	-11%	-$59.5K	0.03%	253
2025 Q1	$499K	Sell	7,676 -284	-4%	-$19.8K	0.04%	222
2024 Q4	$554K	Sell	7,960 -1,130	-12%	-$78.7K	0.04%	186
2024 Q3	$601K	Sell	9,090 -1,000	-10%	-$63.6K	0.05%	136
2024 Q2	$643K	Hold	10,090	–	–	0.06%	122
2024 Q1	$609K	Sell	10,090 -1,155	-10%	-$65.4K	0.07%	102
2023 Q4	$595K	Sell	11,245 -200	-2%	-$9.81K	0.1%	108
2023 Q3	$534K	Sell	11,445 -340	-3%	-$16.5K	0.11%	107
2023 Q2	$570K	Buy	+11,785	New	+$540K	0.11%	101

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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

Sax Wealth Advisors's FDMO Position: Q2 2026 in Review

Sax Wealth Advisors held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 6,811 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #319.

Sax Wealth Advisors first reported a position in FDMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $643K in Q2 2024. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Sax Wealth Advisors held 6,811 shares of Fidelity Momentum Factor ETF worth $546K as of Q2 2026.
Sax Wealth Advisors left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
Fidelity Momentum Factor ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #319 holding.
Sax Wealth Advisors first reported a position in Fidelity Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
Sax Wealth Advisors's Fidelity Momentum Factor ETF position peaked at $643K in Q2 2024.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.