Integrated Wealth Concepts »

Fidelity momentum factr shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity momentum factr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $654k 8.2k 80.10
2025-09-30 $577k 6.9k 83.16
2025-06-30 $561k 7.4k 75.86
2025-03-31 $450k 6.9k 65.06

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Fidelity momentum factr

FMR
Envestnet Asset Management
Kestra Advisory Services
Cetera Investment Advisers
Portfolio Strategies
LPL Financial
Raymond James Financial
Great Lakes Retirement
Cambridge Investment Research Advisors
First Heartland Consultants
Commonwealth Equity Services
Marks Group Wealth Management
Kestra Private Wealth Services
Goldman Sachs Group
HPM Partners

View all funds holding Fidelity momentum factr