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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$95.55 -1.06 (-1.10%)
Closing price 04:10 PM Eastern
Extended Trading
$95.57 +0.02 (+0.02%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Momentum Factor ETF (NYSEARCA:FDMO)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$68.26M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$10.56M
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FDMO Institutional Buying and Selling by Quarter

Fidelity Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.23,532$2.32M0.0%+4.1%0.245%
9/23/2026 Envestnet Asset Management Inc.1,463,420$144.25M0.0%+3.4%15.244%
9/9/2026 Integrated Wealth Concepts LLC9,026$890K0.0%+10.6%0.090%
9/9/2026 NewEdge Advisors LLC32,285$3.18M0.0%+42.1%0.323%
9/9/2026 IFP Advisors Inc1,414$139K0.0%-24.1%0.014%
9/2/2026 Citadel Advisors LLC11,840$1.17M0.0%N/A0.118%
8/23/2026 Ameritas Advisory Services LLC15,238$1.50M0.0%N/A0.152%
8/20/2026 Orgel Wealth Management LLC6,843$675K0.0%-8.1%0.068%
7/9/2026 Worth Asset Management LLC8,303$818K0.3%+28.9%0.086%
7/8/2026 Rockland Trust Co.3,235$319K0.0%N/A0.033%
7/8/2026 First Heartland Consultants Inc.83,981$8.28M0.5%-9.8%0.866%
7/8/2026 Stonehearth Capital Management LLC6,326$624K0.2%-9.4%0.065%
7/8/2026 Midwest Financial Network LLC11,681$1.15M0.8%+46.7%0.120%
6/4/2026 Midwest Financial Network LLC7,965$638K0.5%N/A0.086%
6/3/2026 NewEdge Advisors LLC22,727$1.82M0.0%-16.8%0.244%
5/19/2026 Western Wealth Management LLC719$58K0.0%N/A0.008%
5/19/2026 NewEdge Advisors LLC22,697$1.82M0.0%-16.9%0.244%
5/19/2026 Bank of America Corp DE25,302$2.03M0.0%-8.7%0.272%
5/18/2026 Royal Bank of Canada43,528$3.49M0.0%+185.3%0.468%
5/13/2026 Cetera Investment Advisers205,666$16.47M0.0%+5.4%2.211%
5/5/2026 Marks Group Wealth Management Inc85,120$6.82M0.7%+1,548.7%0.915%
5/5/2026 Sigma Planning Corp3,313$265K0.0%-34.0%0.036%
5/2/2026 Valmark Advisers Inc.9,914$794K0.0%+96.5%0.107%
4/30/2026 Kestra Advisory Services LLC209,587$16.79M0.1%+258.0%2.254%
4/21/2026 RCS Financial Planning LLC8,890$712K0.4%N/A0.096%
4/20/2026 Kestra Private Wealth Services LLC70,980$5.69M0.1%+1.3%0.763%
4/17/2026 Worth Asset Management LLC6,441$516K0.2%N/A0.069%
3/17/2026 Rockefeller Capital Management L.P.24,407$2.05M0.0%+14.1%0.325%
3/13/2026 World Investment Advisors5,884$494K0.0%N/A0.078%
3/4/2026 Rehmann Capital Advisory Group17,153$1.44M0.1%-1.6%0.229%
2/19/2026 Axxcess Wealth Management LLC4,331$364K0.0%N/A0.058%
2/18/2026High Falls Advisors Inc4,242$356K0.1%-13.0%0.057%
2/18/2026 NewEdge Advisors LLC27,321$2.29M0.0%-50.3%0.364%
2/17/2026 Cetera Investment Advisers195,063$16.38M0.0%+10.9%2.601%
2/17/2026 Equitable Holdings Inc.5,372$451K0.0%+43.0%0.072%
2/17/2026 Osaic Holdings Inc.38,658$3.25M0.0%-11.2%0.515%
2/17/2026 Russell Investments Group Ltd.307$26K0.0%N/A0.004%
2/17/2026 &PARTNERS9,225$776K0.0%N/A0.123%
2/17/2026 Royal Bank of Canada15,259$1.28M0.0%+869.4%0.203%
2/16/2026 Mariner LLC4,280$359K0.0%N/A0.057%
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2/16/2026 Arax Advisory Partners1,328$111K0.0%N/A0.018%
2/13/2026 Kestra Advisory Services LLC58,538$4.92M0.0%-21.6%0.781%
2/12/2026 Commonwealth Equity Services LLC83,352$7.00M0.0%+23.1%1.111%
2/12/2026 Great Lakes Retirement Inc.229,207$19.24M2.0%+0.7%3.056%
2/12/2026 Mosley Wealth Management7,394$618K0.3%N/A0.099%
2/11/2026 Marks Group Wealth Management Inc5,163$433K0.0%N/A0.069%
2/11/2026 Cerity Partners LLC56,849$4.77M0.0%-1.3%0.758%
2/11/2026 LPL Financial LLC106,798$8.97M0.0%+87.3%1.424%
2/11/2026 J.W. Cole Advisors Inc.11,012$925K0.0%+44.3%0.147%
2/10/2026 ShoreHaven Wealth Partners LLC2,906$244K0.1%N/A0.039%
2/10/2026 Goldman Sachs Group Inc.3,765$316K0.0%-69.9%0.050%
2/10/2026 Calton & Associates Inc.4,847$407K0.1%N/A0.065%
2/10/2026 Northwestern Mutual Wealth Management Co.6,470$543K0.0%+18.0%0.086%
2/10/2026 Foundations Investment Advisors LLC23,575$1.98M0.0%+5.7%0.314%
2/9/2026 Kestra Investment Management LLC6,069$510K0.0%+68.8%0.081%
2/6/2026 Axxcess Wealth Management LLC4,331$364K0.0%N/A0.058%
2/6/2026 IFP Advisors Inc1,412$119K0.0%+38.6%0.019%
2/6/2026 Cullen Frost Bankers Inc.9,540$801K0.0%+2.6%0.127%
2/6/2026 Creative Financial Designs Inc. ADV1,517$127K0.0%+18.0%0.020%
2/6/2026 Envestnet Portfolio Solutions Inc.20,913$1.76M0.0%+26.7%0.279%
2/3/2026 Foronjy Financial LLC2,655$223K0.1%N/A0.036%
1/30/2026 Sigma Planning Corp5,020$421K0.0%+38.1%0.068%
1/30/2026 Strategic Blueprint LLC32,812$2.76M0.2%+37.2%0.443%
1/29/2026 Kestra Private Wealth Services LLC70,085$5.88M0.1%+9.6%0.947%
1/29/2026 High Point Wealth Management LLC1,018$85K0.1%N/A0.014%
1/26/2026CWM LLC629$53K0.0%+4,392.9%0.009%
1/26/2026 Elevation Capital Advisory LLC52,354$4.40M1.8%+125.4%0.707%
1/26/2026 Valmark Advisers Inc.5,046$424K0.0%N/A0.068%
1/23/2026 Farther Finance Advisors LLC4,056$341K0.0%+75.6%0.056%
1/23/2026 Assetmark Inc.2,533$213K0.0%+126,550.0%0.035%
1/23/2026 Capital Investment Counsel Inc2,360$198K0.0%N/A0.032%
1/22/2026 Westbourne Investments Inc.5,138$431K0.2%+31.3%0.070%
1/15/2026 Retireful LLC4,184$351K0.4%N/A0.057%
1/14/2026 Nova Wealth Management Inc.13,147$1.10M0.8%+39.7%0.180%
1/8/2026 Wealth Enhancement Advisory Services LLC19,343$1.68M0.0%-1.3%0.265%
1/7/2026 Orgel Wealth Management LLC8,961$752K0.0%-1.6%0.124%
1/1/2026 JPMorgan Chase & Co.33,331$2.77M0.0%+11.8%0.497%
12/2/2025 IFP Advisors Inc1,020$85K0.0%+27.7%0.015%
11/19/2025Sunbelt Securities Inc.1,988$165K0.0%-82.1%0.030%
11/18/2025 Advisory Services Network LLC1,484$123K0.0%N/A0.022%
11/17/2025 Kestra Private Wealth Services LLC63,924$5.32M0.1%+2.2%0.954%
11/17/2025 NewEdge Advisors LLC54,934$4.57M0.0%-6.1%0.820%
11/17/2025 Northwestern Mutual Wealth Management Co.5,481$456K0.0%+5.8%0.082%
11/17/2025 Larson Financial Group LLC605$50K0.0%N/A0.009%
11/17/2025 Integrated Wealth Concepts LLC6,942$577K0.0%-6.2%0.104%
11/17/2025High Falls Advisors Inc4,874$405K0.1%+25.0%0.073%
11/17/2025 Bank of America Corp DE27,312$2.27M0.0%+49.0%0.408%
11/14/2025 Raymond James Financial Inc.132,268$11.00M0.0%+1.6%1.974%
11/14/2025 Equitable Holdings Inc.3,757$312K0.0%+7.2%0.056%
11/13/2025 Rehmann Capital Advisory Group17,438$1.45M0.1%N/A0.260%
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11/12/2025 Great Lakes Retirement Inc.227,562$18.93M2.1%-0.5%3.396%
11/12/2025 Creative Financial Designs Inc. ADV1,286$107K0.0%N/A0.019%
11/7/2025 JPMorgan Chase & Co.33,331$2.77M0.0%+11.8%0.497%
11/6/2025 Westbourne Investments Inc.3,912$333K0.2%N/A0.058%
11/5/2025 J.W. Cole Advisors Inc.7,631$635K0.0%N/A0.114%
11/5/2025 Envestnet Asset Management Inc.1,258,647$104.68M0.0%+5.8%18.786%
11/4/2025 Cornerstone Planning Group LLC625$53K0.0%N/A0.009%
11/3/2025 AE Wealth Management LLC7,485$623K0.0%-60.0%0.112%
10/31/2025 Cullen Frost Bankers Inc.9,300$774K0.0%+10.9%0.139%
10/30/2025 Envestnet Portfolio Solutions Inc.16,506$1.37M0.0%-42.8%0.246%


FDMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of Fidelity Momentum Factor ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($665.08M), Envestnet Asset Management Inc. ($144.25M), FMR LLC ($111.01M), Great Lakes Retirement Inc. ($19.24M), Kestra Advisory Services LLC ($16.79M), Cetera Investment Advisers ($16.47M), and Raymond James Financial Inc. ($11.00M).Learn more on Fidelity Momentum Factor ETF's institutional investors.

Of the 90 institutional investors that purchased Fidelity Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.53M), International Assets Investment Management LLC ($1.01M), Envestnet Asset Management Inc. ($252.52K), Raymond James Financial Inc. ($236.04K), Kestra Advisory Services LLC ($168.64K), Marks Group Wealth Management Inc ($85.12K), and Cetera Investment Advisers ($82.34K).

Institutional investors have bought a total of 811,794 shares in the last 24 months. This purchase volume represents approximately $68.26M in transactions.

Of the 21 institutional investors that sold Fidelity Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($40.38K), Kestra Advisory Services LLC ($16.10K), Envestnet Portfolio Solutions Inc. ($12.37K), AE Wealth Management LLC ($11.22K), First Heartland Consultants Inc. ($9.13K), Sunbelt Securities Inc. ($9.10K), and Goldman Sachs Group Inc. ($8.76K).

Institutional investors have sold a total of 124,843 shares in the last 24 months. This volume of shares sold represents approximately $10.56M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FDMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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