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Fidelity sml mid factr shares owned by Financial Partners Group

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Financial Partners Group from 13F filings

Historical chart of Financial Partners Group investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Financial Partners Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 5.5k 41.40
2020-06-30 $1.1M 50k 22.87

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Ishares Tr Core S&p500 Etf (IVV)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Financial Partners Group

Top funds holding Fidelity sml mid factr

Retirement Planning Group
Commonwealth Equity Services
Parcion Private Wealth
Envestnet Asset Management
Systelligence
Raymond James Financial Services Advisors
Fundamentun
Steward Partners Investment Advisory
Kestra Advisory Services
Sterling Manor Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Bank of America Corporation
LPL Financial
Evergreen Private Wealth

View all funds holding Fidelity sml mid factr