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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$94.75 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Momentum Factor ETF (NYSEARCA:FDMO)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$74.32M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$15.64M
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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
6/4/2026Midwest Financial Network LLC7,965$638K0.5%N/A0.086%
6/3/2026NewEdge Advisors LLC22,727$1.82M0.0%-16.8%0.244%
5/19/2026Western Wealth Management LLC719$58K0.0%N/A0.008%
5/19/2026NewEdge Advisors LLC22,697$1.82M0.0%-16.9%0.244%
5/19/2026Bank of America Corp DE25,302$2.03M0.0%-8.7%0.272%
5/18/2026Royal Bank of Canada43,528$3.49M0.0%+185.3%0.468%
5/13/2026Cetera Investment Advisers205,666$16.47M0.0%+5.4%2.211%
5/5/2026Marks Group Wealth Management Inc85,120$6.82M0.7%+1,548.7%0.915%
5/5/2026Sigma Planning Corp3,313$265K0.0%-34.0%0.036%
5/2/2026Valmark Advisers Inc.9,914$794K0.0%+96.5%0.107%
4/30/2026Kestra Advisory Services LLC209,587$16.79M0.1%+258.0%2.254%
4/21/2026RCS Financial Planning LLC8,890$712K0.4%N/A0.096%
4/20/2026Kestra Private Wealth Services LLC70,980$5.69M0.1%+1.3%0.763%
4/17/2026Worth Asset Management LLC6,441$516K0.2%N/A0.069%
3/17/2026Rockefeller Capital Management L.P.24,407$2.05M0.0%+14.1%0.325%
3/13/2026World Investment Advisors5,884$494K0.0%N/A0.078%
3/4/2026Rehmann Capital Advisory Group17,153$1.44M0.1%-1.6%0.229%
2/19/2026Axxcess Wealth Management LLC4,331$364K0.0%N/A0.058%
2/18/2026High Falls Advisors Inc4,242$356K0.1%-13.0%0.057%
2/18/2026NewEdge Advisors LLC27,321$2.29M0.0%-50.3%0.364%
2/17/2026Cetera Investment Advisers195,063$16.38M0.0%+10.9%2.601%
2/17/2026Equitable Holdings Inc.5,372$451K0.0%+43.0%0.072%
2/17/2026Osaic Holdings Inc.38,658$3.25M0.0%-11.2%0.515%
2/17/2026Russell Investments Group Ltd.307$26K0.0%N/A0.004%
2/17/2026&PARTNERS9,225$776K0.0%N/A0.123%
2/17/2026Royal Bank of Canada15,259$1.28M0.0%+869.4%0.203%
2/16/2026Mariner LLC4,280$359K0.0%N/A0.057%
2/16/2026Arax Advisory Partners1,328$111K0.0%N/A0.018%
2/13/2026Kestra Advisory Services LLC58,538$4.92M0.0%-21.6%0.781%
2/12/2026Commonwealth Equity Services LLC83,352$7.00M0.0%+23.1%1.111%
2/12/2026Great Lakes Retirement Inc.229,207$19.24M2.0%+0.7%3.056%
2/12/2026Mosley Wealth Management7,394$618K0.3%N/A0.099%
2/11/2026Marks Group Wealth Management Inc5,163$433K0.0%N/A0.069%
2/11/2026Cerity Partners LLC56,849$4.77M0.0%-1.3%0.758%
2/11/2026LPL Financial LLC106,798$8.97M0.0%+87.3%1.424%
2/11/2026J.W. Cole Advisors Inc.11,012$925K0.0%+44.3%0.147%
2/10/2026ShoreHaven Wealth Partners LLC2,906$244K0.1%N/A0.039%
2/10/2026Goldman Sachs Group Inc.3,765$316K0.0%-69.9%0.050%
2/10/2026Calton & Associates Inc.4,847$407K0.1%N/A0.065%
2/10/2026Northwestern Mutual Wealth Management Co.6,470$543K0.0%+18.0%0.086%
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2/10/2026Foundations Investment Advisors LLC23,575$1.98M0.0%+5.7%0.314%
2/9/2026Kestra Investment Management LLC6,069$510K0.0%+68.8%0.081%
2/6/2026Axxcess Wealth Management LLC4,331$364K0.0%N/A0.058%
2/6/2026IFP Advisors Inc1,412$119K0.0%+38.6%0.019%
2/6/2026Cullen Frost Bankers Inc.9,540$801K0.0%+2.6%0.127%
2/6/2026Creative Financial Designs Inc. ADV1,517$127K0.0%+18.0%0.020%
2/6/2026Envestnet Portfolio Solutions Inc.20,913$1.76M0.0%+26.7%0.279%
2/3/2026Foronjy Financial LLC2,655$223K0.1%N/A0.036%
1/30/2026Sigma Planning Corp5,020$421K0.0%+38.1%0.068%
1/30/2026Strategic Blueprint LLC32,812$2.76M0.2%+37.2%0.443%
1/29/2026Kestra Private Wealth Services LLC70,085$5.88M0.1%+9.6%0.947%
1/29/2026High Point Wealth Management LLC1,018$85K0.1%N/A0.014%
1/26/2026CWM LLC629$53K0.0%+4,392.9%0.009%
1/26/2026Elevation Capital Advisory LLC52,354$4.40M1.8%+125.4%0.707%
1/26/2026Valmark Advisers Inc.5,046$424K0.0%N/A0.068%
1/23/2026Farther Finance Advisors LLC4,056$341K0.0%+75.6%0.056%
1/23/2026Assetmark Inc.2,533$213K0.0%+126,550.0%0.035%
1/23/2026Capital Investment Counsel Inc2,360$198K0.0%N/A0.032%
1/22/2026Westbourne Investments Inc.5,138$431K0.2%+31.3%0.070%
1/15/2026Retireful LLC4,184$351K0.4%N/A0.057%
1/14/2026Nova Wealth Management Inc.13,147$1.10M0.8%+39.7%0.180%
1/8/2026Wealth Enhancement Advisory Services LLC19,343$1.68M0.0%-1.3%0.265%
1/7/2026Orgel Wealth Management LLC8,961$752K0.0%-1.6%0.124%
1/1/2026JPMorgan Chase & Co.33,331$2.77M0.0%+11.8%0.497%
12/2/2025IFP Advisors Inc1,020$85K0.0%+27.7%0.015%
11/19/2025Sunbelt Securities Inc.1,988$165K0.0%-82.1%0.030%
11/18/2025Advisory Services Network LLC1,484$123K0.0%N/A0.022%
11/17/2025Kestra Private Wealth Services LLC63,924$5.32M0.1%+2.2%0.954%
11/17/2025NewEdge Advisors LLC54,934$4.57M0.0%-6.1%0.820%
11/17/2025Northwestern Mutual Wealth Management Co.5,481$456K0.0%+5.8%0.082%
11/17/2025Larson Financial Group LLC605$50K0.0%N/A0.009%
11/17/2025Integrated Wealth Concepts LLC6,942$577K0.0%-6.2%0.104%
11/17/2025High Falls Advisors Inc4,874$405K0.1%+25.0%0.073%
11/17/2025Bank of America Corp DE27,312$2.27M0.0%+49.0%0.408%
11/14/2025Raymond James Financial Inc.132,268$11.00M0.0%+1.6%1.974%
11/14/2025Equitable Holdings Inc.3,757$312K0.0%+7.2%0.056%
11/13/2025Rehmann Capital Advisory Group17,438$1.45M0.1%N/A0.260%
11/12/2025Great Lakes Retirement Inc.227,562$18.93M2.1%-0.5%3.396%
11/12/2025Creative Financial Designs Inc. ADV1,286$107K0.0%N/A0.019%
11/7/2025JPMorgan Chase & Co.33,331$2.77M0.0%+11.8%0.497%
11/6/2025Westbourne Investments Inc.3,912$333K0.2%N/A0.058%
11/5/2025J.W. Cole Advisors Inc.7,631$635K0.0%N/A0.114%
11/5/2025Envestnet Asset Management Inc.1,258,647$104.68M0.0%+5.8%18.786%
11/4/2025Cornerstone Planning Group LLC625$53K0.0%N/A0.009%
11/3/2025AE Wealth Management LLC7,485$623K0.0%-60.0%0.112%
10/31/2025Cullen Frost Bankers Inc.9,300$774K0.0%+10.9%0.139%
10/30/2025Envestnet Portfolio Solutions Inc.16,506$1.37M0.0%-42.8%0.246%
10/30/2025Elevation Capital Advisory LLC23,227$1.93M0.8%N/A0.347%
10/29/2025Wealth Enhancement Advisory Services LLC19,595$1.63M0.0%-10.9%0.297%
10/28/2025Nwam LLC2,768$227K0.0%N/A0.042%
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10/23/2025Strategic Blueprint LLC23,914$1.99M0.1%+33.0%0.362%
10/22/2025Bryant Woods Investment Advisors LLC11,904$990K0.4%-6.1%0.180%
10/22/2025Keystone Wealth Services LLC6,759$562K0.1%+41.8%0.102%
10/22/2025Commonwealth Equity Services LLC67,714$5.63M0.0%+26.9%1.026%
10/14/2025Farther Finance Advisors LLC2,310$192K0.0%N/A0.035%
10/7/2025Nova Wealth Management Inc.9,411$783K0.6%-1.6%0.143%
10/6/2025Orgel Wealth Management LLC9,108$758K0.0%+3.1%0.138%
10/3/2025Dentgroup LLC2,871$239K0.2%N/A0.044%
9/4/2025Osaic Holdings Inc.31,677$2.40M0.0%+5.9%0.487%
8/18/2025Kestra Investment Management LLC4,090$310K0.0%+19.8%0.063%


FDMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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), FMR LLC ($111.01M), Envestnet Asset Management Inc. ($104.68M), 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 91 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. ($344.92K), Raymond James Financial Inc. ($236.04K), Kestra Advisory Services LLC ($168.64K), Cetera Investment Advisers ($85.80K), and Marks Group Wealth Management Inc ($85.12K).

Institutional investors have bought a total of 920,396 shares in the last 24 months. This purchase volume represents approximately $74.32M in transactions.

Of the 24 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: AE Wealth Management LLC ($80.29K), NewEdge Advisors LLC ($40.38K), Kestra Advisory Services LLC ($16.10K), Envestnet Portfolio Solutions Inc. ($12.37K), Sunbelt Securities Inc. ($9.10K), Goldman Sachs Group Inc. ($8.76K), and Osaic Holdings Inc. ($4.90K).

Institutional investors have sold a total of 195,105 shares in the last 24 months. This volume of shares sold represents approximately $15.64M in transactions.


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This page (NYSEARCA:FDMO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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