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

FHC

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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 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. 17 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.
17 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.