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Fidelity momentum factr shares owned by Assetmark

Quarter-by-quarter ownership of Fidelity momentum factr (FDMO) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Fidelity momentum factr

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All positions including Fidelity momentum factr held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity momentum factr by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 2.5k 83.96
2025-09-30 $160 2 80.00
2025-06-30 $5.1k 67 76.37
2025-03-31 $226k 3.5k 65.06

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Top funds holding Fidelity momentum factr

FMR
Envestnet Asset Management
Great Lakes Retirement
Cetera Investment Advisers
Portfolio Strategies
Raymond James Financial
LPL Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kestra Private Wealth Services
Kestra Advisory Services
HPM Partners
Elevation Capital Advisory
Advisor Group Holdings
Jpmorgan Chase & Co

View all funds holding Fidelity momentum factr