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Fidelity sml mid factr shares owned by Investmark Advisory Group

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

Historical chart of Investmark Advisory Group investment in Fidelity sml mid factr

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All positions including Fidelity sml mid factr held by Investmark Advisory 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 4.6k 44.14
2022-03-31 $28k 791 35.40
2021-12-31 $28k 791 35.40

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View all positions for Investmark Advisory Group

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
Envestnet Asset Management
Kestra Investment Management
LPL Financial
Cetera Investment Advisers
Advocacy Wealth Management Services
Stifel Financial
Kestra Advisory Services
Sanctuary Advisors
Atria Investments
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group

View all funds holding Fidelity sml mid factr