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Fidelity momentum factr shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity momentum factr held by Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $83k 1.0k 80.07
2025-06-30 $77k 961 79.60

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

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