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Westbourne Investments’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Westbourne Investments’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 		$394K Sell
4,913
-225
-4% -$18.9K 0.19% 100
2025
Q4 		$431K Buy
5,138
+1,226
+31% +$102K 0.2% 94
2025
Q3 		$333K Buy
+3,912
New +$309K 0.16% 95

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

Westbourne Investments's FDMO Position: Q1 2026 in Review

Westbourne Investments reduced its Fidelity Momentum Factor ETF (FDMO) stake by 4.4% in Q1 2026, selling an estimated $18.9K and leaving 4,913 shares worth $394K. The position accounts for 0.19% of the portfolio, ranked #100.

Westbourne Investments first reported a position in FDMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $431K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Westbourne Investments held 4,913 shares of Fidelity Momentum Factor ETF worth $394K as of Q1 2026.
  • Westbourne Investments sold 225 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $18.9K.
  • Fidelity Momentum Factor ETF made up 0.19% of Westbourne Investments's portfolio in Q1 2026, its #100 holding.
  • Westbourne Investments first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Westbourne Investments's Fidelity Momentum Factor ETF position peaked at $431K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.