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Fidelity sml mid factr shares owned by BG Investment Services

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by BG Investment Services from 13F filings

Historical chart of BG Investment Services investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by BG Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by BG Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $643k 15k 44.01
2025-06-30 $666k 16k 41.47
2025-03-31 $947k 24k 39.14
2024-12-31 $673k 16k 41.17

More positions owned by BG Investment Services

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Fidelity Covington Trust Enhanced High Yi (FDHY)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Us Infrastruc (IFRA)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for BG Investment Services

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr