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SHP Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

SHP Wealth Management’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
Q1 		$5.37K Buy
67
+20
+43% +$1.68K ﹤0.01% 1052
2025
Q4 		$3.94K Buy
+47
New +$3.92K ﹤0.01% 1021

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's FDMO Position: Q1 2026 in Review

SHP Wealth Management increased its Fidelity Momentum Factor ETF (FDMO) stake by 43% in Q1 2026, buying an estimated $1.68K and bringing the position to 67 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

SHP Wealth Management first reported a position in FDMO in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • SHP Wealth Management held 67 shares of Fidelity Momentum Factor ETF worth $5.37K as of Q1 2026.
  • SHP Wealth Management bought 20 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $1.68K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1052 holding.
  • SHP Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.