UBS Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,686
| Closed | -$223K | – | 10700 |
|
|
2025
Q3 | $223K | Buy |
+2,686
| New | +$212K | ﹤0.01% | 6611 |
|
|
2024
Q4 | – | Sell |
-6,803
| Closed | -$450K | – | 10061 |
|
|
2024
Q3 | $450K | Buy |
6,803
+5,946
| +694% | +$378K | ﹤0.01% | 5306 |
|
|
2024
Q2 | $54.6K | Buy |
857
+559
| +188% | +$33.9K | ﹤0.01% | 6623 |
|
|
2024
Q1 | $18K | Buy |
+298
| New | +$16.9K | ﹤0.01% | 6968 |
|
|
2023
Q3 | – | Sell |
-584
| Closed | -$28.2K | – | 9607 |
|
|
2023
Q2 | $28.2K | Buy |
584
+182
| +45% | +$8.35K | ﹤0.01% | 6742 |
|
|
2023
Q1 | $17.9K | Sell |
402
-402
| -50% | -$17.6K | ﹤0.01% | 7160 |
|
|
2022
Q4 | $34.4K | Buy |
+804
| New | +$35.1K | ﹤0.01% | 7102 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$1K | – | 10503 |
|
|
2022
Q2 | $1K | Sell |
14
-675
| -98% | -$30.7K | ﹤0.01% | 9858 |
|
|
2022
Q1 | $35K | Sell |
689
-93
| -12% | -$4.63K | ﹤0.01% | 6844 |
|
|
2021
Q4 | $42K | Sell |
782
-487
| -38% | -$25.5K | ﹤0.01% | 7067 |
|
|
2021
Q3 | $62K | Buy |
1,269
+140
| +12% | +$7.02K | ﹤0.01% | 6161 |
|
|
2021
Q2 | $55K | Sell |
1,129
-95
| -8% | -$4.47K | ﹤0.01% | 6339 |
|
|
2021
Q1 | $55K | Buy |
+1,224
| New | +$55.7K | ﹤0.01% | 6447 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$6K | – | 8495 |
|
|
2020
Q3 | $6K | Buy |
+150
| New | +$5.93K | ﹤0.01% | 7216 |
|
|
2020
Q2 | – | Sell |
-1,643
| Closed | -$50K | – | 8060 |
|
|
2020
Q1 | $50K | Sell |
1,643
-261
| -14% | -$9.26K | ﹤0.01% | 5823 |
|
|
2019
Q4 | $70K | Buy |
1,904
+345
| +22% | +$12.2K | ﹤0.01% | 6182 |
|
|
2019
Q3 | $55K | Buy |
1,559
+161
| +12% | +$5.73K | ﹤0.01% | 6147 |
|
|
2019
Q2 | $50K | Buy |
1,398
+147
| +12% | +$5.09K | ﹤0.01% | 5927 |
|
|
2019
Q1 | $42K | Sell |
1,251
-348
| -22% | -$11.3K | ﹤0.01% | 5684 |
|
|
2018
Q4 | $47K | Buy |
+1,599
| New | +$51.2K | ﹤0.01% | 6135 |
|
|
2018
Q3 | – | Sell |
-626
| Closed | -$21K | – | 8060 |
|
|
2018
Q2 | $21K | Sell |
626
-301
| -32% | -$9.87K | ﹤0.01% | 6654 |
|
|
2018
Q1 | $29K | Buy |
+927
| New | +$30K | ﹤0.01% | 6110 |
|
|
2017
Q3 | – | Sell |
-286
| Closed | -$8K | – | 7802 |
|
|
2017
Q2 | $8K | Sell |
286
-114
| -29% | -$3.15K | ﹤0.01% | 6905 |
|
|
2017
Q1 | $11K | Sell |
400
-469
| -54% | -$12.5K | ﹤0.01% | 6548 |
|
|
2016
Q4 | $22K | Buy |
+869
| New | +$21.9K | ﹤0.01% | 6453 |
|
Other funds holding FDMO
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KPWS
UBS Group's FDMO Position: Q4 2025 in Review
UBS Group sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2025, closing a stake of 2,686 shares — an estimated $223K sold.
UBS Group first reported a position in FDMO in Q4 2016 and held it in 25 quarters. The position peaked at $450K in Q3 2024. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.
- UBS Group reported no remaining Fidelity Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
- UBS Group sold 2,686 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $223K.
- UBS Group first reported a position in Fidelity Momentum Factor ETF in Q4 2016 and held it in 25 quarters.
- UBS Group's Fidelity Momentum Factor ETF position peaked at $450K in Q3 2024.
- 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.
Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.