Wealth Enhancement Advisory Services’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Wealth Enhancement Advisory Services’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	$1.54M	Buy	15,949 +1,562	+11%	+$144K	﹤0.01%	1756
2026 Q1	$1.17M	Sell	14,387 -4,956	-26%	-$417K	﹤0.01%	1701
2025 Q4	$1.68M	Sell	19,343 -252	-1%	-$21K	﹤0.01%	1608
2025 Q3	$1.62M	Sell	19,595 -2,390	-11%	-$189K	﹤0.01%	1573
2025 Q2	$1.67M	Buy	21,985 +244	+1%	+$16.8K	﹤0.01%	1453
2025 Q1	$1.41M	Sell	21,741 -3,545	-14%	-$248K	﹤0.01%	1424
2024 Q4	$1.76M	Sell	25,286 -830	-3%	-$57.8K	﹤0.01%	1241
2024 Q3	$1.73M	Sell	26,116 -1,592	-6%	-$101K	﹤0.01%	1129
2024 Q2	$1.77M	Buy	27,708 +1,221	+5%	+$74.2K	﹤0.01%	1035
2024 Q1	$1.6M	Sell	26,487 -5,396	-17%	-$305K	﹤0.01%	1038
2023 Q4	$1.69M	Sell	31,883 -18,146	-36%	-$890K	﹤0.01%	957
2023 Q3	$2.34M	Buy	50,029 +25,558	+104%	+$1.24M	0.01%	808
2023 Q2	$1.18M	Buy	24,471 +2,940	+14%	+$135K	0.01%	251
2023 Q1	$961K	Buy	21,531 +8,763	+69%	+$383K	0.01%	311
2022 Q4	$559K	Buy	12,768 +4,116	+48%	+$180K	0.01%	267
2022 Q3	$361K	Buy	+8,652	New	+$385K	0.01%	290

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

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 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

Wealth Enhancement Advisory Services's FDMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Momentum Factor ETF (FDMO) stake by 11% in Q2 2026, buying an estimated $144K and bringing the position to 15,949 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Wealth Enhancement Advisory Services first reported a position in FDMO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q3 2023. 17 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Wealth Enhancement Advisory Services held 15,949 shares of Fidelity Momentum Factor ETF worth $1.54M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,562 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $144K.
Fidelity Momentum Factor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1756 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Momentum Factor ETF in Q3 2022 and has held it in 16 quarters since.
Wealth Enhancement Advisory Services's Fidelity Momentum Factor ETF position peaked at $2.34M in Q3 2023.
17 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.