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Fidelity momentum factr shares owned by Balance Wealth

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

Historical chart of Balance Wealth investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by Balance Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.4k 25 95.64

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Select Sector Spdr Tr St Str Care Etf (XLV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Tidal Trust I Fund Gran Us Etf (GRNY)
Ea Series Trust Alpha Architect *a* (AAUB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Select Sector Spdr Tr St Str Techn Etf (XLK)
2023 Etf Series Trust Brandes Intl Etf (BINV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Global X Fds Artificial Etf (AIQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Balance Wealth

Top funds holding Fidelity momentum factr

FMR
Envestnet Asset Management
Raymond James Financial
LPL Financial
Cetera Investment Advisers
Portfolio Strategies
Great Lakes Retirement
Cambridge Investment Research Advisors
Mosley Wealth Management
National Asset Management
Jpmorgan Chase & Co
We Are One Seven
Commonwealth Equity Services
Kestra Private Wealth Services
Goldman Sachs Group

View all funds holding Fidelity momentum factr