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Fidelity sml mid factr shares owned by Financial Services Advisory

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

Historical chart of Financial Services Advisory 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 Services Advisory 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 Services Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 127k 44.01

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Ishares Tr Russell 2000 Etf (IWM)
Victory Portfolios Ii Core Intermediat (UITB)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Financial Services Advisory

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