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Fidelity sml mid factr shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $806k 18k 44.01
2025-06-30 $716k 17k 41.47
2025-03-31 $590k 15k 39.16
2024-12-31 $445k 11k 41.17

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View all positions for Concurrent Investment Advisors

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