Sunbelt Securities’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Sunbelt Securities’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	$156K	Sell	1,951 -38	-2%	-$3.19K	0.01%	705
2025 Q4	$167K	Buy	1,989 +1	+0.1%	+$84	0.01%	694
2025 Q3	$165K	Sell	1,988 -9,101	-82%	-$719K	0.01%	701
2025 Q2	$772K	Buy	11,089 +8,973	+424%	+$618K	0.07%	250
2025 Q1	$138K	Sell	2,116 -8,973	-81%	-$627K	0.01%	653
2024 Q4	$778K	Buy	11,089 +9,552	+621%	+$666K	0.07%	248
2024 Q3	$102K	Sell	1,537 -4,153	-73%	-$264K	0.01%	759
2024 Q2	$363K	Buy	5,690 +2,178	+62%	+$132K	0.04%	409
2024 Q1	$212K	Buy	+3,512	New	+$199K	0.02%	514
2018 Q4	–	Sell	-6,445	Closed	-$228K	–	220
2018 Q3	$228K	Buy	6,445 +37	+0.6%	+$1.27K	0.12%	197
2018 Q2	$211K	Buy	+6,408	New	+$210K	0.13%	197

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 $31B AUM 28.39% 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 $1.13B AUM 41.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHC

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

Sunbelt Securities's FDMO Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity Momentum Factor ETF (FDMO) stake by 1.9% in Q1 2026, selling an estimated $3.19K and leaving 1,951 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #705.

Sunbelt Securities first reported a position in FDMO in Q2 2018 and has held it in 11 quarters since. The position peaked at $778K in Q4 2024. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Sunbelt Securities held 1,951 shares of Fidelity Momentum Factor ETF worth $156K as of Q1 2026.
Sunbelt Securities sold 38 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $3.19K.
Fidelity Momentum Factor ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #705 holding.
Sunbelt Securities first reported a position in Fidelity Momentum Factor ETF in Q2 2018 and has held it in 11 quarters since.
Sunbelt Securities's Fidelity Momentum Factor ETF position peaked at $778K in Q4 2024.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.