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Fidelity momentum factr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity momentum factr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $424k 5.0k 83.96

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

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