AssuredPartners Investment Advisors »

Fidelity momentum factr shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment Advisors investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity momentum factr by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 4.2k 83.17
2025-06-30 $316k 4.2k 75.86
2025-03-31 $340k 5.2k 65.06

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding Fidelity momentum factr

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

View all funds holding Fidelity momentum factr