Steward Partners Investment Advisory’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Steward Partners Investment Advisory’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	$50.9K	Buy	635 +194	+44%	+$16.3K	﹤0.01%	2765
2025 Q4	$37.1K	Buy	441 +102	+30%	+$8.52K	﹤0.01%	2829
2025 Q3	$28.2K	Buy	339 +298	+727%	+$23.5K	﹤0.01%	2926
2025 Q2	$3.12K	Buy	+41	New	+$2.82K	﹤0.01%	3622
2020 Q3	–	Sell	-15	Closed	-$1K	–	2771
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	2564
2020 Q1	$0	Buy	+15	New	+$532	﹤0.01%	2555

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

Steward Partners Investment Advisory's FDMO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Momentum Factor ETF (FDMO) stake by 44% in Q1 2026, buying an estimated $16.3K and bringing the position to 635 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

Steward Partners Investment Advisory first reported a position in FDMO in Q1 2020 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Steward Partners Investment Advisory held 635 shares of Fidelity Momentum Factor ETF worth $50.9K as of Q1 2026.
Steward Partners Investment Advisory bought 194 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $16.3K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2765 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Momentum Factor ETF in Q1 2020 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.