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Fidelity sml mid factr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $192k 4.4k 44.13
2025-09-30 $19k 439 44.04
2025-06-30 $1.8k 42 41.81

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View all positions for MAI Wealth Advisors

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