Hoxton Planning & Management »

Fidelity sml mid factr shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Hoxton Planning & Management 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 Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 4.9k 44.01
2025-06-30 $204k 4.9k 41.47

More positions owned by Hoxton Planning & Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Hoxton Planning & Management

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