Who owns Fidelity momentum factr?
- Ticker: FDMO
- CUSIP Number: 316092816
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Analyze quarterly positions in Fidelity momentum factr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity momentum factr stock
Who bought or sold Fidelity momentum factr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| FMR | 1.8M | $150M | -4% | Sep 2025 |
|
| Envestnet Asset Management | 1.3M | $105M | 6% | Sep 2025 |
|
| Great Lakes Retirement | 228k | $19M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 176k | $15M | 24% | Sep 2025 |
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| Portfolio Strategies | 148k | $12M | -1% | Sep 2025 |
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| Raymond James Financial | 132k | $11M | 2% | Sep 2025 |
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| Kestra Advisory Services | 75k | $6.2M | 5% | Sep 2025 |
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| Commonwealth Equity Services | 68k | $5.6M | 27% | Sep 2025 |
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| Kestra Private Wealth Services | 64k | $5.3M | 2% | Sep 2025 |
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| HPM Partners | 58k | $4.8M | -4% | Sep 2025 |
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| LPL Financial | 57k | $4.7M | 75% | Sep 2025 |
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| Goss Wealth Management | 55k | $4.6M | -6% | Sep 2025 |
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| Cambridge Investment Research Advisors | 51k | $4.2M | 2% | Sep 2025 |
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| Advisor Group Holdings | 44k | $3.6M | 38% | Sep 2025 |
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| Jpmorgan Chase & Co | 33k | $2.8M | 99% | Sep 2025 |
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| Strategic Blueprint | 24k | $2.0M | 33% | Sep 2025 |
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| Elevation Capital Advisory | 23k | $1.9M | 100% | Sep 2025 |
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| Foundations Investment Advisors | 22k | $1.9M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 21k | $1.8M | -15% | Sep 2025 |
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| Atria Wealth Solutions | 20k | $1.5M | -8% | Jun 2025 |
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| Wealth Enhancement Advisory Services | 20k | $1.6M | -11% | Sep 2025 |
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| Rehmann Capital Advisory | 17k | $1.5M | 100% | Sep 2025 |
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| Morgan Stanley | 17k | $1.4M | 100% | Jun 2025 |
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| Envestnet Portfolio Solutions | 17k | $1.4M | -43% | Sep 2025 |
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| Goldman Sachs Group | 13k | $1.0M | -64% | Sep 2025 |
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| Bryant Woods Investment Advisors | 12k | $990k | -6% | Sep 2025 |
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| Nova Wealth Management | 9.4k | $783k | -2% | Sep 2025 |
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| Cullen Frost Bankers | 9.3k | $774k | 11% | Sep 2025 |
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| Orgel Wealth Management | 9.1k | $758k | 3% | Sep 2025 |
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| Koss-Olinger Consulting | 9.0k | $683k | 0% | Sep 2025 |
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| Hoxton Planning & Management | 7.9k | $655k | 0% | Sep 2025 |
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| J.w. Cole Advisors | 7.6k | $635k | 100% | Sep 2025 |
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| AE Wealth Management | 7.5k | $623k | -60% | Sep 2025 |
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| Stonehearth Capital Management | 7.0k | $581k | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 6.9k | $577k | -6% | Sep 2025 |
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| Sax Wealth Advisors | 6.8k | $567k | 0% | Sep 2025 |
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| Keystone Wealth Services | 6.8k | $562k | 42% | Sep 2025 |
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| Inscription Capital | 6.6k | $550k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 5.5k | $456k | 6% | Sep 2025 |
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| High Falls Advisors | 4.9k | $405k | 25% | Sep 2025 |
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| Ascent Group | 4.8k | $398k | -1% | Sep 2025 |
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| Global Retirement Partners | 4.5k | $375k | 0% | Sep 2025 |
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| Harwood Advisory | 4.3k | $360k | 0% | Sep 2025 |
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| AssuredPartners Investment Advisors | 4.2k | $347k | 0% | Sep 2025 |
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| Linscomb & Williams | 4.0k | $333k | 0% | Sep 2025 |
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| Westbourne Investments | 3.9k | $333k | 100% | Sep 2025 |
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| Equitable Holdings | 3.8k | $313k | 7% | Sep 2025 |
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| Sigma Planning | 3.6k | $302k | 100% | Sep 2025 |
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| Kestra Investment Management | 3.6k | $299k | 5% | Sep 2025 |
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| Old Mission Capital | 3.0k | $250k | -85% | Sep 2025 |
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| Dentgroup | 2.9k | $239k | 100% | Sep 2025 |
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| Nwam | 2.8k | $227k | 100% | Sep 2025 |
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| UBS Group | 2.7k | $223k | 100% | Sep 2025 |
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| Farther Finance Advisors | 2.3k | $192k | 100% | Sep 2025 |
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| Sunbelt Securities | 2.0k | $165k | -82% | Sep 2025 |
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| Royal Bank of Canada | 1.6k | $131k | 6% | Sep 2025 |
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| Advisory Services Network | 1.5k | $123k | 100% | Sep 2025 |
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| Creative Financial Designs | 1.3k | $107k | 100% | Sep 2025 |
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| IFP Advisors | 1.0k | $85k | 28% | Sep 2025 |
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| Cornerstone Planning Group | 625.00 | $53k | 100% | Sep 2025 |
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| Larson Financial Group | 605.00 | $50k | 100% | Sep 2025 |
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| Founders Financial Alliance | 562.00 | $47k | 0% | Sep 2025 |
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| Principal Securities | 480.00 | $40k | 6% | Sep 2025 |
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| Atlantic Trust | 460.00 | $38k | 0% | Sep 2025 |
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| Quest 10 Wealth Builders | 429.00 | $36k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 339.00 | $28k | 727% | Sep 2025 |
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| O'shaughnessy Asset Management | 301.00 | $25k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 273.00 | $23k | -52% | Sep 2025 |
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| Spire Wealth Management | 207.00 | $17k | 431% | Sep 2025 |
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| National Bank Of Canada /fi/ | 79.00 | $6.6k | 0% | Sep 2025 |
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| Foster Dykema Cabot & Partners | 79.00 | $6.6k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 57.00 | $4.8k | 0% | Sep 2025 |
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| Signature | 51.00 | $4.2k | 0% | Sep 2025 |
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| Harbour Investments | 37.00 | $3.1k | 0% | Sep 2025 |
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| First Command Advisory Services | 34.00 | $2.8k | 100% | Sep 2025 |
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| Wells Fargo & Company | 18.00 | $1.5k | -14% | Sep 2025 |
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| CWM | 14.00 | $1.0k | 100% | Sep 2025 |
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| Kings Path Partners | 5.00 | $409.000000 | 100% | Jun 2025 |
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| HighMark Wealth Management | 4.00 | $370.000000 | 100% | Sep 2025 |
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| Assetmark | 2.00 | $160.000000 | -97% | Sep 2025 |
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| Sontag Advisory | 1.00 | $70.000000 | 100% | Sep 2025 |
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Who sold out of Fidelity momentum factr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Absolute Capital Management | Jun 2025 | 44k | $3.3M |
| Jane Street | Jun 2025 | 33k | $2.5M |
| Two Sigma Investments | Jun 2025 | 28k | $2.1M |
| Prudential | Jun 2025 | 27k | $2.1M |
| Citadel Advisors | Jun 2025 | 25k | $1.9M |
| Susquehanna International | Jun 2025 | 9.9k | $754k |
| Flow Traders US | Jun 2025 | 3.5k | $265k |
| Capital Investment Counsel | Jun 2025 | 2.4k | $179k |
| Twin Peaks Wealth Advisors | Jun 2025 | 961.00 | $77k |
| Briaud Financial Planning | Jun 2025 | 139.00 | $10k |
| Glen Eagle Advisors | Jun 2025 | 80.00 | $6.1k |
| Capital A Wealth Management | Mar 2025 | 20.00 | $1.3k |