Stonehearth Capital Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Stonehearth Capital 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 Q2	$624K	Sell	6,326 -654	-9%	-$60.1K	0.21%	45
2026 Q1	$559K	Hold	6,980	–	–	0.22%	46
2025 Q4	$586K	Hold	6,980	–	–	0.22%	44
2025 Q3	$581K	Hold	6,980	–	–	0.22%	42
2025 Q2	$530K	Buy	6,980 +3,378	+94%	+$233K	0.22%	43
2025 Q1	$234K	Hold	3,602	–	–	0.1%	76
2024 Q4	$251K	Hold	3,602	–	–	0.1%	70
2024 Q3	$238K	Hold	3,602	–	–	0.09%	69
2024 Q2	$230K	Hold	3,602	–	–	0.1%	69
2024 Q1	$217K	Buy	+3,602	New	+$204K	0.1%	71
2022 Q3	–	Sell	-5,309	Closed	-$228K	–	67
2022 Q2	$228K	Buy	+5,309	New	+$241K	0.13%	59

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

Stonehearth Capital Management's FDMO Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Fidelity Momentum Factor ETF (FDMO) stake by 9.4% in Q2 2026, selling an estimated $60.1K and leaving 6,326 shares worth $624K. The position accounts for 0.21% of the portfolio, ranked #45.

Stonehearth Capital Management first reported a position in FDMO in Q2 2022 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Stonehearth Capital Management held 6,326 shares of Fidelity Momentum Factor ETF worth $624K as of Q2 2026.
Stonehearth Capital Management sold 654 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $60.1K.
Fidelity Momentum Factor ETF made up 0.21% of Stonehearth Capital Management's portfolio in Q2 2026, its #45 holding.
Stonehearth Capital Management first reported a position in Fidelity Momentum Factor ETF in Q2 2022 and has held it in 11 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.