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Fidelity momentum factr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8k 57 84.40
2025-09-30 $4.8k 57 83.60
2025-06-30 $4.3k 57 76.26

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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