SWP
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ShoreHaven Wealth Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

ShoreHaven Wealth Partners’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 		$274K Sell
2,778
-20
-0.7% -$1.84K 0.09% 92
2026
Q1 		$224K Sell
2,798
-108
-4% -$9.08K 0.08% 97
2025
Q4 		$244K Buy
+2,906
New +$243K 0.09% 93

Other funds holding FDMO

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

ShoreHaven Wealth Partners's FDMO Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Fidelity Momentum Factor ETF (FDMO) stake by 0.71% in Q2 2026, selling an estimated $1.84K and leaving 2,778 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #92.

ShoreHaven Wealth Partners first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • ShoreHaven Wealth Partners held 2,778 shares of Fidelity Momentum Factor ETF worth $274K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 20 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $1.84K.
  • Fidelity Momentum Factor ETF made up 0.09% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • ShoreHaven Wealth Partners first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.