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Fidelity sml mid factr shares owned by EP Wealth Advisors

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

Historical chart of EP 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 4.3k 52.85

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Top funds holding Fidelity sml mid factr

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

View all funds holding Fidelity sml mid factr