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Fidelity momentum factr shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity momentum factr held by Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $595k 11k 52.92
2023-09-30 $534k 11k 46.67
2023-06-30 $570k 12k 48.36

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

Top funds holding Fidelity momentum factr

Great Lakes Retirement
Advisor Group Holdings
HPM Partners
AE Wealth Management
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Bryant Woods Investment Advisors
Kestra Advisory Services
Raymond James & Associates
Goldman Sachs Group
Cambridge Investment Research Advisors
Rockefeller Capital Management
Jpmorgan Chase & Co
Sax Wealth Advisors
Hoxton Planning & Management

View all funds holding Fidelity momentum factr