Fortitude Financial »

Fidelity sml mid factr shares owned by Fortitude Financial

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

Historical chart of Fortitude Financial investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity sml mid factr by Fortitude Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $6.1M 156k 39.16

More positions owned by Fortitude Financial

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Fidelity Covington Trust High Divid Etf (FDVV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for Fortitude Financial

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
Advocacy Wealth Management Services
LPL Financial
Envestnet Asset Management
Systelligence
Cetera Investment Advisers
Raymond James Financial
Parcion Private Wealth
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
AssuredPartners Investment Advisors
Stifel Financial
Steward Partners Investment Advisory

View all funds holding Fidelity sml mid factr