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Fidelity sml mid factr shares owned by Foundations Investment Advisors

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

Historical chart of Foundations 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 Foundations 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 34k 44.01
2025-06-30 $1.3M 30k 41.47
2025-03-31 $760k 19k 39.16
2024-12-31 $207k 5.0k 41.17

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Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Two Rds Shared Tr Anfield Us Equ (AESR)

View all positions for Foundations 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