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Fidelity momentum factr shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 164 83.75

More positions owned by Rothschild Investment

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Microsoft Corp Stock (MSFT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Blackstone Stock (BX)
Invesco Rafi Us 1000 Etf Etf (PRF)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Capital Group Dividend Growers Etf Etf (CGDG)
Johnson & Johnson Stock (JNJ)
Meta Platforms Inc Cl A Stock (META)
Chevron Corporation Stock (CVX)

View all positions for Rothschild Investment

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