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 | 2.1M | $177M | 17% | Dec 2025 |
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| Envestnet Asset Management | 1.3M | $111M | 5% | Dec 2025 |
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| Great Lakes Retirement | 229k | $19M | 1% | Dec 2025 |
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| Cetera Investment Advisers | 195k | $16M | 11% | Dec 2025 |
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| Portfolio Strategies | 154k | $13M | 4% | Dec 2025 |
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| Raymond James Financial | 142k | $12M | 7% | Dec 2025 |
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| LPL Financial | 107k | $9.0M | 87% | Dec 2025 |
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| Cambridge Investment Research Advisors | 97k | $8.1M | 90% | Dec 2025 |
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| First Heartland Consultants | 93k | $7.5M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 83k | $7.0M | 23% | Dec 2025 |
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| Kestra Private Wealth Services | 71k | $5.7M | 1% | Mar 2026 |
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| Kestra Advisory Services | 59k | $4.9M | -22% | Dec 2025 |
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| HPM Partners | 57k | $4.8M | -1% | Dec 2025 |
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| Elevation Capital Advisory | 52k | $4.4M | 125% | Dec 2025 |
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| Advisor Group Holdings | 39k | $3.2M | -11% | Dec 2025 |
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| Strategic Blueprint | 33k | $2.8M | 37% | Dec 2025 |
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| Goss Wealth Management | 27k | $2.3M | -50% | Dec 2025 |
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| Rockefeller Capital Management | 24k | $2.0M | 14% | Dec 2025 |
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| Foundations Investment Advisors | 24k | $2.0M | 6% | Dec 2025 |
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| Envestnet Portfolio Solutions | 21k | $1.8M | 27% | Dec 2025 |
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| Susquehanna International | 18k | $1.5M | 100% | Dec 2025 |
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| Rehmann Capital Advisory | 17k | $1.4M | -2% | Dec 2025 |
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| Nova Wealth Management | 14k | $1.1M | 8% | Mar 2026 |
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| Bryant Woods Investment Advisors | 12k | $1.0M | 0% | Dec 2025 |
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| J.w. Cole Advisors | 11k | $925k | 44% | Dec 2025 |
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| AE Wealth Management | 11k | $907k | 44% | Dec 2025 |
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| Farther Finance Advisors | 10k | $810k | 147% | Mar 2026 |
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| Cullen Frost Bankers | 9.5k | $801k | 3% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 9.2k | $776k | 100% | Dec 2025 |
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| RCS Financial Planning | 8.9k | $712k | 100% | Mar 2026 |
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| Orgel Wealth Management | 7.4k | $597k | -17% | Mar 2026 |
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| Mosley Wealth Management | 7.4k | $618k | 100% | Dec 2025 |
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| Keystone Wealth Services | 7.4k | $619k | 9% | Dec 2025 |
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| Stonehearth Capital Management | 7.0k | $559k | 0% | Mar 2026 |
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| Sax Wealth Advisors | 6.8k | $572k | 0% | Mar 2026 |
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| Inscription Capital | 6.6k | $529k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 6.5k | $543k | 18% | Dec 2025 |
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| Worth Asset Management | 6.4k | $516k | 100% | Mar 2026 |
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| Kestra Investment Management | 6.1k | $510k | 69% | Dec 2025 |
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| Pensionmark Financial Group | 5.9k | $494k | 100% | Dec 2025 |
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| Equitable Holdings | 5.4k | $451k | 43% | Dec 2025 |
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| Marks Group Wealth Management | 5.2k | $434k | 100% | Dec 2025 |
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| Westbourne Investments | 5.1k | $431k | 31% | Dec 2025 |
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| ValMark Advisers | 5.0k | $424k | 100% | Dec 2025 |
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| Sigma Planning | 5.0k | $422k | 38% | Dec 2025 |
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| Ascent Group | 4.9k | $408k | 2% | Dec 2025 |
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| Calton & Associates | 4.8k | $407k | 100% | Dec 2025 |
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| Global Retirement Partners | 4.5k | $379k | 0% | Dec 2025 |
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| Harwood Advisory | 4.3k | $364k | 0% | Dec 2025 |
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| Axxcess Wealth Management | 4.3k | $364k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 4.3k | $359k | 100% | Dec 2025 |
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| High Falls Advisors | 4.2k | $356k | -13% | Dec 2025 |
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| AssuredPartners Investment Advisors | 4.2k | $339k | 0% | Mar 2026 |
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| Linscomb & Williams | 4.0k | $336k | 0% | Dec 2025 |
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| Goldman Sachs Group | 3.8k | $316k | -70% | Dec 2025 |
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| Dentgroup | 3.0k | $250k | 4% | Dec 2025 |
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| ShoreHaven Wealth Partners | 2.9k | $244k | 100% | Dec 2025 |
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| Foronjy Financial | 2.7k | $223k | 100% | Dec 2025 |
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| Assetmark | 2.5k | $213k | 126550% | Dec 2025 |
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| Capital Investment Counsel | 2.4k | $189k | 0% | Mar 2026 |
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| Creative Financial Designs | 2.4k | $189k | 55% | Mar 2026 |
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| Sunbelt Securities | 2.0k | $167k | 0% | Dec 2025 |
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| IFP Advisors | 1.9k | $149k | 32% | Mar 2026 |
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| SRS Capital Advisors | 1.3k | $112k | 100% | Dec 2025 |
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| High Point Wealth Management | 1.0k | $82k | 0% | Mar 2026 |
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| CWM | 629.00 | $53k | 4393% | Dec 2025 |
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| Cornerstone Planning Group | 625.00 | $55k | 0% | Dec 2025 |
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| Larson Financial Group | 605.00 | $51k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 441.00 | $37k | 30% | Dec 2025 |
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| Quest 10 Wealth Builders | 429.00 | $36k | 0% | Dec 2025 |
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| Atlantic Trust | 412.00 | $35k | -10% | Dec 2025 |
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| Russell Investments | 307.00 | $26k | 100% | Dec 2025 |
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| O'shaughnessy Asset Management | 301.00 | $25k | 0% | Dec 2025 |
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| Rothschild Investment | 164.00 | $14k | 100% | Dec 2025 |
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| Bogart Wealth | 130.00 | $11k | 100% | Dec 2025 |
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| Halbert Hargrove Global Advisors | 118.00 | $9.4k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 79.00 | $6.6k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 57.00 | $4.8k | 0% | Dec 2025 |
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| Signature | 51.00 | $4.1k | 0% | Mar 2026 |
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| SHP Wealth Management | 47.00 | $3.9k | 100% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 44.00 | $3.7k | 100% | Dec 2025 |
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| GAMMA Investing | 41.00 | $3.3k | 100% | Mar 2026 |
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| Spire Wealth Management | 39.00 | $3.1k | -81% | Mar 2026 |
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| Harbour Investments | 37.00 | $3.1k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 30.00 | $2.5k | 100% | Dec 2025 |
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| William Blair $ Company | 6.00 | $528.000000 | 100% | Dec 2025 |
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| Wells Fargo & Company | 1.00 | $53.000000 | -94% | Dec 2025 |
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Who sold out of Fidelity momentum factr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 19k | $1.7M |
| Koss-Olinger Consulting | Sep 2025 | 9.0k | $683k |
| Integrated Wealth Concepts | Sep 2025 | 6.9k | $577k |
| Retireful | Dec 2025 | 4.2k | $351k |
| Old Mission Capital | Sep 2025 | 3.0k | $250k |
| Nwam | Sep 2025 | 2.8k | $230k |
| UBS Group | Sep 2025 | 2.7k | $223k |
| Advisory Services Network | Sep 2025 | 1.5k | $123k |
| Founders Financial Alliance | Sep 2025 | 562.00 | $47k |
| Principal Securities | Sep 2025 | 480.00 | $40k |
| Ameritas Advisory Services | Sep 2025 | 273.00 | $23k |
| Foster Dykema Cabot & Partners | Sep 2025 | 79.00 | $6.6k |
| First Command Advisory Services | Sep 2025 | 34.00 | $2.8k |
| HighMark Wealth Management | Sep 2025 | 4.00 | $370.000000 |
| Sontag Advisory | Sep 2025 | 1.00 | $70.000000 |