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Twin Peaks Wealth Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Twin Peaks Wealth Advisors’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 		$82.5K Buy
+1,030
New +$86.6K 0.02% 321
2025
Q3 		– Sell
-961
Closed -$76.5K – 824
2025
Q2 		$76.5K Buy
+961
New +$66.1K 0.02% 270

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
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
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

Twin Peaks Wealth Advisors's FDMO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q1 2026: 1,030 shares worth $82.5K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FDMO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FDMO in Q2 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,030 shares of Fidelity Momentum Factor ETF worth $82.5K as of Q1 2026.
  • Fidelity Momentum Factor ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fidelity Momentum Factor ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #321 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fidelity Momentum Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.