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Wealthspire Advisors (New York)’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1
Closed -$70 – 1650
2025
Q3 		$70 Buy
+1
New +$79 ﹤0.01% 3013

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 $424B AUM 22.96% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDMO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2025, closing a stake of 1 share — an estimated $70 sold.

Wealthspire Advisors (New York) first reported a position in FDMO in Q3 2025 and held it in 1 quarter. The position peaked at $70 in Q3 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 Fidelity Momentum Factor ETF share in Q4 2025, an estimated $70.
  • Wealthspire Advisors (New York) first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity Momentum Factor ETF position peaked at $70 in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.