Sigma Planning Corp’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Sigma Planning Corp’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	$265K	Sell	3,313 -1,707	-34%	-$144K	0.01%	1099
2025 Q4	$421K	Buy	5,020 +1,385	+38%	+$116K	0.01%	866
2025 Q3	$302K	Buy	+3,635	New	+$287K	0.01%	1033
2019 Q4	–	Sell	-50,639	Closed	-$1.77M	–	1069
2019 Q3	$1.77M	Sell	50,639 -31,459	-38%	-$1.12M	0.09%	248
2019 Q2	$2.91M	Sell	82,098 -44,999	-35%	-$1.56M	0.15%	162
2019 Q1	$4.3M	Sell	127,097 -11,497	-8%	-$373K	0.24%	98
2018 Q4	$4.11M	Sell	138,594 -84,701	-38%	-$2.71M	0.3%	77
2018 Q3	$7.89M	Buy	223,295 +1,941	+0.9%	+$66.7K	0.46%	39
2018 Q2	$7.28M	Buy	221,354 +12,616	+6%	+$414K	0.49%	40
2018 Q1	$6.6M	Buy	208,738 +145,403	+230%	+$4.71M	0.48%	41
2017 Q4	$1.98M	Buy	63,335 +3,341	+6%	+$102K	0.15%	165
2017 Q3	$1.74M	Buy	+59,994	New	+$1.71M	0.14%	172

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sigma Planning Corp's FDMO Position: Q1 2026 in Review

Sigma Planning Corp reduced its Fidelity Momentum Factor ETF (FDMO) stake by 34% in Q1 2026, selling an estimated $144K and leaving 3,313 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1099.

Sigma Planning Corp first reported a position in FDMO in Q3 2017 and has held it in 12 quarters since. The position peaked at $7.89M in Q3 2018. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Sigma Planning Corp held 3,313 shares of Fidelity Momentum Factor ETF worth $265K as of Q1 2026.
Sigma Planning Corp sold 1,707 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $144K.
Fidelity Momentum Factor ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1099 holding.
Sigma Planning Corp first reported a position in Fidelity Momentum Factor ETF in Q3 2017 and has held it in 12 quarters since.
Sigma Planning Corp's Fidelity Momentum Factor ETF position peaked at $7.89M in Q3 2018.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.