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Fidelity momentum factr shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 16k 66.14
2024-06-30 $661k 10k 63.72
2024-03-31 $268k 4.4k 60.36

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Fidelity momentum factr

Envestnet Asset Management
International Assets Investment Management
Great Lakes Retirement
Cetera Investment Advisers
AE Wealth Management
HPM Partners
Raymond James Financial Services Advisors
Citadel Advisors
Goldman Sachs Group
Morgan Stanley
Susquehanna International
Bryant Woods Investment Advisors
Wealth Enhancement Advisory Services
Kestra Advisory Services
Kestra Private Wealth Services

View all funds holding Fidelity momentum factr