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Fidelity sml mid factr shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 5.8k 44.72

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Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
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Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Growth Etf Etf (IVW)
Fidelity Total Bond Etf Etf (FBND)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Total Stock Market Etf Etf (VTI)
Ab Short Duration High Yield Etf Etf (SYFI)

View all positions for Arkadios Wealth Advisors

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
Envestnet Asset Management
Bank of America Corporation
Kestra Investment Management
LPL Financial
Sanctuary Advisors
Stifel Financial
Atria Investments
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Resources Investment Advisors

View all funds holding Fidelity sml mid factr