RFG Advisory »

Fidelity sml mid factr shares owned by RFG Advisory

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

Historical chart of RFG Advisory investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by RFG Advisory 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 RFG Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $465k 11k 44.01
2025-06-30 $438k 11k 41.47
2025-03-31 $414k 11k 39.16

More positions owned by RFG Advisory

Exchange Traded Concepts Tru Bluemonte Dynami (BLUX)
Exchange Traded Concepts Tru Bluemonte Core B (BDBT)
Exchange Traded Concepts Tru Bluemonte Global (BINT)
Exchange Traded Concepts Tru Bluemonte Large (BLUC)
Exchange Traded Concepts Tru Bluemonte Large (BLGR)
Exchange Traded Concepts Tru Bluemonte Large (BVAL)
Exchange Traded Concepts Tru Bluemonte Long T (BLTD)
Exchange Traded Concepts Tru Bluemonte Short (BLST)
Exchange Traded Concepts Tru Bluemonte Divers (BLUI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for RFG Advisory

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