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Fidelity momentum factr shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4k 14 98.57

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
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Microsoft Corporation (MSFT)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Cape Investment Advisory

Top funds holding Fidelity momentum factr

FMR
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View all funds holding Fidelity momentum factr