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Fidelity sml mid factr shares owned by Capital Analysts

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Capital Analysts from 13F filings

Historical chart of Capital Analysts investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 7.0k 44.19
2025-09-30 $65k 1.5k 44.01

More positions owned by Capital Analysts

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Covington Trust Enhanced Mid (FMDE)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Spdr Series Trust State Street Spd (SPIB)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Series Trust State Street Spd (SPHY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Capital Analysts

Top funds holding Fidelity sml mid factr

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

View all funds holding Fidelity sml mid factr