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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
PS
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

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. 118 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.
  • 118 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.