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 | 2.7M | $269M | -11% | Jun 2026 |
|
| Envestnet Asset Management | 1.5M | $144M | 3% | Jun 2026 |
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| Raymond James Financial | 264k | $26M | 54% | Jun 2026 |
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| Cetera Investment Advisers | 219k | $22M | 6% | Jun 2026 |
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| LPL Financial | 176k | $17M | 21% | Jun 2026 |
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| Marks Group Wealth Management | 172k | $17M | 103% | Jun 2026 |
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| Portfolio Strategies | 150k | $15M | -1% | Jun 2026 |
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| Great Lakes Retirement | 134k | $13M | -2% | Sep 2026 |
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| Cambridge Investment Research Advisors | 106k | $10M | 1% | Sep 2026 |
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| Mosley Wealth Management | 91k | $8.5M | 4% | Sep 2026 |
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| National Asset Management | 91k | $8.6M | 100% | Sep 2026 |
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| Jpmorgan Chase & Co | 84k | $8.2M | 100% | Jun 2026 |
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| We Are One Seven | 77k | $7.3M | 100% | Sep 2026 |
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| Commonwealth Equity Services | 71k | $6.7M | -2% | Sep 2026 |
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| Kestra Private Wealth Services | 68k | $6.5M | -1% | Sep 2026 |
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| Goldman Sachs Group | 63k | $6.2M | 0% | Jun 2026 |
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| HPM Partners | 55k | $5.4M | -4% | Jun 2026 |
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| Advisortrust Partners | 52k | $4.9M | 0% | Sep 2026 |
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| Advisor Group Holdings | 50k | $4.9M | 85% | Jun 2026 |
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| Strategic Blueprint | 49k | $4.6M | 9% | Sep 2026 |
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| Two Sigma Investments | 46k | $4.5M | 319% | Jun 2026 |
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| Nova Wealth Management | 39k | $3.8M | 174% | Jun 2026 |
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| Goss Wealth Management | 32k | $3.2M | 42% | Jun 2026 |
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| Rockefeller Capital Management | 32k | $3.1M | -26% | Jun 2026 |
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| Susquehanna International | 31k | $3.1M | 5% | Jun 2026 |
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| First Heartland Consultants | 29k | $2.8M | -65% | Sep 2026 |
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| Atria Investments | 29k | $2.7M | -1% | Sep 2026 |
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| Midwest Financial Network | 28k | $2.7M | 142% | Sep 2026 |
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| Principal Securities | 28k | $2.7M | -12% | Jun 2026 |
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| Bank of America Corporation | 25k | $2.4M | -3% | Jun 2026 |
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| Envestnet Portfolio Solutions | 24k | $2.3M | 4% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 17k | $1.7M | 3% | Jun 2026 |
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| Rehmann Capital Advisory | 17k | $1.7M | 0% | Jun 2026 |
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| Silver Oak Securities | 16k | $1.6M | 100% | Jun 2026 |
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| AE Wealth Management | 16k | $1.5M | 14% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 15k | $1.5M | -4% | Sep 2026 |
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| Ameritas Advisory Services | 15k | $1.5M | 100% | Jun 2026 |
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| Fifth Third Securities | 14k | $1.3M | 531% | Sep 2026 |
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| Worth Asset Management | 13k | $1.3M | 60% | Sep 2026 |
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| Bryant Woods Investment Advisors | 12k | $1.1M | 0% | Sep 2026 |
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| Citadel Advisors | 12k | $1.2M | 100% | Jun 2026 |
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| Private Advisor | 11k | $1.1M | 100% | Jun 2026 |
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| Cullen Frost Bankers | 11k | $1.1M | 10% | Sep 2026 |
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| J.w. Cole Advisors | 11k | $1.1M | 100% | Jun 2026 |
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| Madison Wealth Partners | 11k | $1.1M | 100% | Jun 2026 |
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| Calton & Associates | 9.3k | $914k | 41% | Jun 2026 |
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| Integrated Wealth Concepts | 9.0k | $890k | 11% | Jun 2026 |
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| Royal Bank of Canada | 8.7k | $860k | -80% | Jun 2026 |
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| Equitable Holdings | 8.2k | $811k | 24% | Jun 2026 |
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| Keystone Wealth Services | 7.4k | $710k | 0% | Sep 2026 |
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| Orgel Wealth Management | 7.1k | $676k | 4% | Sep 2026 |
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| Farther Finance Advisors | 7.0k | $665k | -41% | Sep 2026 |
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| ValMark Advisers | 6.8k | $669k | -32% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 6.6k | $654k | -6% | Jun 2026 |
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| Inscription Capital | 6.6k | $628k | 0% | Sep 2026 |
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| Stonehearth Capital Management | 6.3k | $601k | 0% | Sep 2026 |
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| Pensionmark Financial Group | 5.9k | $575k | 0% | Jun 2026 |
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| Sax Wealth Advisors | 5.8k | $549k | -15% | Sep 2026 |
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| Jane Street | 5.6k | $548k | -65% | Jun 2026 |
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| Ascent Group | 5.5k | $522k | -1% | Sep 2026 |
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| Creative Planning | 5.0k | $474k | 74% | Sep 2026 |
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| Westbourne Investments | 4.9k | $484k | 0% | Jun 2026 |
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| Action Point Financial Planning | 4.8k | $469k | 59% | Jun 2026 |
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| Global Retirement Partners | 4.5k | $445k | 100% | Jun 2026 |
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| Rockland Trust | 4.4k | $421k | 37% | Sep 2026 |
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| Harwood Advisory | 4.3k | $428k | 0% | Jun 2026 |
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| Hrt Financial | 4.3k | $421k | 100% | Jun 2026 |
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| AssuredPartners Investment Advisors | 4.2k | $411k | 0% | Jun 2026 |
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| Linscomb & Williams | 4.0k | $394k | 0% | Jun 2026 |
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| Twin Peaks Wealth Advisors | 3.7k | $362k | 256% | Jun 2026 |
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| Mariner Wealth Advisors | 3.1k | $302k | -28% | Jun 2026 |
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| Regal Investment Advisors | 3.0k | $295k | 100% | Jun 2026 |
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| Mml Investors Services | 2.9k | $284k | 100% | Jun 2026 |
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| SRS Capital Advisors | 2.6k | $255k | 100% | Jun 2026 |
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| Creative Financial Designs | 2.5k | $245k | 6% | Jun 2026 |
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| Capital Investment Counsel | 2.4k | $224k | 0% | Sep 2026 |
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| ShoreHaven Wealth Partners | 2.3k | $223k | -15% | Sep 2026 |
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| Steel Peak Wealth Management | 2.2k | $212k | 100% | Sep 2026 |
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| Foronjy Financial | 2.2k | $212k | 100% | Sep 2026 |
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| Advisory Services Network | 2.2k | $212k | -12% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.8k | $181k | 190% | Jun 2026 |
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| Curry Webb Wealth Management | 1.5k | $145k | 100% | Sep 2026 |
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| High Point Wealth Management | 1.0k | $101k | 0% | Jun 2026 |
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| National Bank Of Canada /fi/ | 879.00 | $87k | 4% | Jun 2026 |
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| Larson Financial Group | 647.00 | $64k | 0% | Jun 2026 |
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| Latitude Advisors | 572.00 | $54k | 100% | Sep 2026 |
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| IFG Advisory | 513.00 | $51k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 429.00 | $41k | 0% | Sep 2026 |
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| O'shaughnessy Asset Management | 300.00 | $30k | -65% | Jun 2026 |
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| Harbour Investments | 274.00 | $27k | 0% | Jun 2026 |
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| Plante Moran Financial Advisors | 244.00 | $24k | 100% | Jun 2026 |
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| Russell Investments | 244.00 | $24k | -14% | Jun 2026 |
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| William Blair $ Company | 220.00 | $22k | 3567% | Jun 2026 |
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| IFP Advisors | 178.00 | $17k | -87% | Sep 2026 |
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| Assetmark | 174.00 | $17k | 0% | Sep 2026 |
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| Rothschild Investment | 164.00 | $16k | 0% | Jun 2026 |
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| Huntington National Bank | 164.00 | $16k | 0% | Jun 2026 |
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| Bogart Wealth | 130.00 | $13k | 0% | Jun 2026 |
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| Halbert Hargrove Global Advisors | 118.00 | $11k | 0% | Sep 2026 |
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| GAMMA Investing | 86.00 | $8.2k | 0% | Sep 2026 |
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| UBS Group | 83.00 | $8.2k | 100% | Jun 2026 |
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| Community Fin'l Svs | 80.00 | $7.7k | 0% | Sep 2026 |
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| SHP Wealth Management | 67.00 | $6.6k | 0% | Jun 2026 |
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| BlackRock | 64.00 | $6.4k | 100% | Jun 2026 |
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| Simplex Trading | 59.00 | $5.8k | 100% | Jun 2026 |
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| Wells Fargo & Company | 57.00 | $5.6k | 217% | Jun 2026 |
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| Center for Financial Planning | 52.00 | $4.9k | 100% | Sep 2026 |
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| Beaird Harris Wealth Management | 51.00 | $5.0k | 100% | Jun 2026 |
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| Cassaday & Co Wealth Management | 46.00 | $4.4k | 100% | Sep 2026 |
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| Pinnacle Wealth Planning Services | 44.00 | $4.2k | 0% | Sep 2026 |
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| Spire Wealth Management | 39.00 | $3.7k | 0% | Sep 2026 |
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| Hanson McClain Advisors | 30.00 | $2.9k | 0% | Jun 2026 |
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| High Note Wealth | 27.00 | $2.6k | 100% | Sep 2026 |
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| Balance Wealth | 25.00 | $2.4k | 100% | Sep 2026 |
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| Pnc Financial Services | 22.00 | $2.2k | -82% | Jun 2026 |
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| Hantz Financial Services | 20.00 | $2.0k | 100% | Jun 2026 |
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| Qube Research & Technologies | 15.00 | $1.5k | 100% | Jun 2026 |
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| Cape Investment Advisory | 14.00 | $1.3k | 0% | Sep 2026 |
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| Vanguard Advisers | 13.00 | $1.3k | 0% | Jun 2026 |
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| Kings Path Partners | 5.00 | $512.000000 | 0% | Sep 2026 |
|
| Elyxium Wealth | 1.00 | $56.000000 | 100% | Sep 2026 |
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Who sold out of Fidelity momentum factr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Jun 2026 | 225k | $22M |
| Elevation Capital Advisory | Jun 2026 | 127k | $13M |
| RCS Financial Planning | Jun 2026 | 8.0k | $787k |
| Axxcess Wealth Management | Jun 2026 | 4.3k | $428k |
| Sigma Planning | Jun 2026 | 3.8k | $373k |
| Cornerstone Planning Group | Jun 2026 | 625.00 | $59k |
| Fifth Third Bancorp | Mar 2026 | 62.00 | $5.0k |
| MAI Wealth Advisors | Mar 2026 | 57.00 | $4.6k |
| Howe and Rusling | Mar 2026 | 55.00 | $4.4k |
| Signature | Jun 2026 | 51.00 | $5.0k |