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 Q2	$181K	Buy	1,839 +1,204	+190%	+$111K	﹤0.01%	2281
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 $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's FDMO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Momentum Factor ETF (FDMO) stake by 190% in Q2 2026, buying an estimated $111K and bringing the position to 1,839 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Steward Partners Investment Advisory first reported a position in FDMO in Q1 2020 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Steward Partners Investment Advisory held 1,839 shares of Fidelity Momentum Factor ETF worth $181K as of Q2 2026.
Steward Partners Investment Advisory bought 1,204 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $111K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2281 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Momentum Factor ETF in Q1 2020 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.