Who owns Fidelity momentum factr?
- Ticker: FDMO
- CUSIP Number: 316092816
Tip: Access positions for across all investors
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 | 1.4M | $113M | 7% | Mar 2026 |
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| Kestra Advisory Services | 210k | $17M | 258% | Mar 2026 |
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| Cetera Investment Advisers | 206k | $17M | 5% | Mar 2026 |
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| Portfolio Strategies | 151k | $12M | -2% | Mar 2026 |
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| LPL Financial | 145k | $12M | 36% | Mar 2026 |
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| Raymond James Financial | 142k | $12M | 7% | Dec 2025 |
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| Great Lakes Retirement | 138k | $11M | -40% | Mar 2026 |
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| Cambridge Investment Research Advisors | 101k | $8.1M | 5% | Mar 2026 |
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| First Heartland Consultants | 93k | $7.5M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 87k | $7.0M | 5% | Mar 2026 |
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| Marks Group Wealth Management | 85k | $6.8M | 1549% | Mar 2026 |
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| Kestra Private Wealth Services | 71k | $5.7M | 1% | Mar 2026 |
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| Goldman Sachs Group | 63k | $5.0M | 1573% | Mar 2026 |
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| HPM Partners | 57k | $4.6M | 0% | Mar 2026 |
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| Royal Bank of Canada | 44k | $3.5M | 2665% | Mar 2026 |
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| Rockefeller Capital Management | 43k | $3.5M | 77% | Mar 2026 |
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| Advisor Group Holdings | 39k | $3.2M | -11% | Dec 2025 |
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| Atria Investments | 37k | $3.0M | 100% | Mar 2026 |
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| Strategic Blueprint | 34k | $2.7M | 3% | Mar 2026 |
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| Principal Securities | 32k | $2.5M | 100% | Mar 2026 |
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| Bank of America Corporation | 25k | $2.0M | 100% | Mar 2026 |
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| Morgan Stanley | 25k | $3.0M | 10% | Mar 2026 |
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| Goss Wealth Management | 23k | $1.8M | -17% | Mar 2026 |
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| Envestnet Portfolio Solutions | 23k | $1.8M | 8% | Mar 2026 |
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| Susquehanna International | 18k | $1.5M | 100% | Dec 2025 |
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| Rehmann Capital Advisory | 17k | $1.4M | 0% | Mar 2026 |
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| Jane Street | 16k | $1.3M | 100% | Mar 2026 |
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| Nova Wealth Management | 14k | $1.1M | 8% | Mar 2026 |
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| AE Wealth Management | 14k | $1.1M | 25% | Mar 2026 |
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| Bryant Woods Investment Advisors | 12k | $956k | 0% | Mar 2026 |
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| Two Sigma Investments | 11k | $873k | 100% | Mar 2026 |
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| Cullen Frost Bankers | 10k | $829k | 8% | Mar 2026 |
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| Farther Finance Advisors | 10k | $810k | 147% | Mar 2026 |
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| ValMark Advisers | 9.9k | $794k | 96% | Mar 2026 |
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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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| Integrated Wealth Concepts | 8.2k | $654k | 100% | Mar 2026 |
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| Midwest Financial Network | 8.0k | $638k | 100% | Mar 2026 |
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| Keystone Wealth Services | 7.5k | $598k | 1% | Mar 2026 |
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| Orgel Wealth Management | 7.4k | $597k | -17% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 7.0k | $565k | 9% | Mar 2026 |
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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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| Mosley Wealth Management | 6.8k | $566k | -8% | Mar 2026 |
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| Equitable Holdings | 6.6k | $557k | 24% | Mar 2026 |
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| Inscription Capital | 6.6k | $529k | 0% | Mar 2026 |
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| Calton & Associates | 6.6k | $527k | 36% | Mar 2026 |
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| Worth Asset Management | 6.4k | $516k | 100% | Mar 2026 |
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| Pensionmark Financial Group | 5.9k | $469k | -1% | Mar 2026 |
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| Westbourne Investments | 4.9k | $394k | -4% | Mar 2026 |
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| Ascent Group | 4.9k | $408k | 2% | Dec 2025 |
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| Global Retirement Partners | 4.5k | $379k | 0% | Dec 2025 |
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| Harwood Advisory | 4.3k | $347k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 4.3k | $341k | -1% | Mar 2026 |
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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 | $320k | 0% | Mar 2026 |
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| Sigma Planning | 3.3k | $265k | -34% | Mar 2026 |
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| Action Point Financial Planning | 3.0k | $239k | 100% | Mar 2026 |
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| Dentgroup | 3.0k | $250k | 4% | Dec 2025 |
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| ShoreHaven Wealth Partners | 2.8k | $224k | -4% | Mar 2026 |
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| Foronjy Financial | 2.7k | $213k | 0% | Mar 2026 |
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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 | $156k | -2% | Mar 2026 |
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| IFP Advisors | 1.9k | $149k | 32% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 1.0k | $83k | 100% | Mar 2026 |
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| High Point Wealth Management | 1.0k | $82k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 861.00 | $69k | 186% | Mar 2026 |
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| Western Wealth Management | 719.00 | $58k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 635.00 | $51k | 44% | Mar 2026 |
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| CWM | 629.00 | $53k | 4393% | Dec 2025 |
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| Cornerstone Planning Group | 626.00 | $57k | 0% | Mar 2026 |
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| Larson Financial Group | 605.00 | $51k | 0% | Dec 2025 |
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| Quest 10 Wealth Builders | 429.00 | $34k | 0% | Mar 2026 |
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| Atlantic Trust | 412.00 | $35k | -10% | Dec 2025 |
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| Russell Investments | 285.00 | $23k | -7% | Mar 2026 |
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| Harbour Investments | 274.00 | $22k | 641% | Mar 2026 |
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| Assetmark | 174.00 | $14k | -93% | Mar 2026 |
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| Rothschild Investment | 164.00 | $13k | 0% | Mar 2026 |
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| Bogart Wealth | 130.00 | $10k | 0% | Mar 2026 |
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| Pnc Financial Services | 123.00 | $9.9k | 100% | Mar 2026 |
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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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| SHP Wealth Management | 67.00 | $5.4k | 43% | Mar 2026 |
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| Fifth Third Bancorp | 62.00 | $5.0k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 57.00 | $4.6k | 0% | Mar 2026 |
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| Howe and Rusling | 55.00 | $4.4k | 100% | Mar 2026 |
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| Signature | 51.00 | $4.1k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 44.00 | $3.5k | 0% | Mar 2026 |
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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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| Hanson McClain Advisors | 30.00 | $2.5k | 100% | Dec 2025 |
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| Wells Fargo & Company | 18.00 | $1.4k | 1700% | Mar 2026 |
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| Vanguard Advisers | 13.00 | $1.0k | 100% | Mar 2026 |
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| William Blair $ Company | 6.00 | $504.000000 | 0% | Mar 2026 |
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Who sold out of Fidelity momentum factr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elevation Capital Advisory | Dec 2025 | 52k | $4.4M |
| Jpmorgan Chase & Co | Sep 2025 | 33k | $2.8M |
| Foundations Investment Advisors | Dec 2025 | 24k | $2.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 19k | $1.7M |
| J.w. Cole Advisors | Dec 2025 | 11k | $925k |
| Kestra Investment Management | Dec 2025 | 6.1k | $510k |
| Axxcess Wealth Management | Dec 2025 | 4.3k | $364k |
| Retireful | Dec 2025 | 4.2k | $351k |
| Old Mission Capital | Sep 2025 | 3.0k | $250k |
| Advisory Services Network | Sep 2025 | 1.5k | $123k |
| SRS Capital Advisors | Dec 2025 | 1.3k | $112k |
| Foster Dykema Cabot & Partners | Sep 2025 | 79.00 | $6.6k |