Fidelity momentum factr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Fidelity momentum factr (FDMO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Fidelity momentum factr
Tip: Access up to 7 years of quarterly data
All positions including Fidelity momentum factr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity momentum factr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $623k | 7.5k | 83.17 |
| 2025-06-30 | $1.4M | 19k | 75.86 |
| 2025-03-31 | $5.7M | 88k | 65.06 |
| 2024-12-31 | $5.9M | 84k | 69.61 |
| 2024-09-30 | $5.2M | 79k | 66.14 |
| 2024-06-30 | $4.6M | 72k | 63.72 |
| 2024-03-31 | $3.8M | 62k | 60.36 |
| 2023-12-31 | $3.4M | 63k | 54.80 |
| 2023-09-30 | $2.8M | 61k | 46.68 |
| 2023-06-30 | $2.4M | 49k | 48.36 |
| 2023-03-31 | $1.5M | 33k | 44.65 |
| 2022-12-31 | $1.0M | 24k | 42.82 |