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Fidelity sml mid factr shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private 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 New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 5.6k 44.01
2025-06-30 $237k 5.6k 42.15
2025-03-31 $219k 5.6k 39.16
2024-12-31 $230k 5.6k 41.17

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for New England Private Wealth 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