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Fidelity momentum factr shares owned by BMS Financial Advisors

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

Historical chart of BMS Financial Advisors investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $364k 7.5k 48.36
2023-03-31 $1.8M 40k 44.65
2022-09-30 $2.6M 63k 41.13
2022-03-31 $1.3M 25k 51.04

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial Advisors

Top funds holding Fidelity momentum factr

Envestnet Asset Management
Great Lakes Retirement
HPM Partners
AE Wealth Management
FMR
Commonwealth Equity Services
Morgan Stanley
Advisor Group Holdings
Wealth Enhancement Advisory Services
Kestra Advisory Services
Susquehanna International
Rehmann Capital Advisory
Raymond James & Associates
LPL Financial
Goss Wealth Management

View all funds holding Fidelity momentum factr