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Fidelity sml mid factr shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $334k 7.6k 44.01
2025-06-30 $257k 6.2k 41.47

More positions owned by Principle Wealth Partners

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
JPMorgan Chase & Co. (JPM)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
McDonald's Corporation (MCD)

View all positions for Principle Wealth Partners

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