World Investment Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

World Investment 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	$469K	Sell	5,851 -33	-0.6%	-$2.77K	0.01%	1018
2025 Q4	$494K	Buy	+5,884	New	+$491K	0.01%	935
2021 Q4	–	Sell	-6,737	Closed	-$330K	–	272
2021 Q3	$330K	Buy	+6,737	New	+$338K	0.07%	174
2019 Q4	–	Sell	-9,381	Closed	-$328K	–	166
2019 Q3	$328K	Sell	9,381 -25	-0.3%	-$890	0.14%	94
2019 Q2	$325K	Buy	+9,406	New	+$326K	0.14%	83

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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 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

World Investment Advisors's FDMO Position: Q1 2026 in Review

World Investment Advisors reduced its Fidelity Momentum Factor ETF (FDMO) stake by 0.56% in Q1 2026, selling an estimated $2.77K and leaving 5,851 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #1018.

World Investment Advisors first reported a position in FDMO in Q2 2019 and has held it in 5 quarters since. The position peaked at $494K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

World Investment Advisors held 5,851 shares of Fidelity Momentum Factor ETF worth $469K as of Q1 2026.
World Investment Advisors sold 33 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $2.77K.
Fidelity Momentum Factor ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1018 holding.
World Investment Advisors first reported a position in Fidelity Momentum Factor ETF in Q2 2019 and has held it in 5 quarters since.
World Investment Advisors's Fidelity Momentum Factor ETF position peaked at $494K in Q4 2025.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.