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Fidelity momentum factr shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 24k 83.96
2025-09-30 $1.9M 22k 83.17
2025-06-30 $1.7M 22k 75.86
2025-03-31 $1.3M 20k 65.06
2024-12-31 $351k 5.0k 69.61

More positions owned by Foundations Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Ishares Semicdtr (SOXX)
Two Rds Shared Tr Anfield Enhanced (AEMS)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Foundations Investment Advisors

Top funds holding Fidelity momentum factr

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

View all funds holding Fidelity momentum factr