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Fidelity sml mid factr shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $95M 2.3M 41.40
2024-06-30 $80M 2.1M 37.68

More positions owned by Retirement Planning Group

Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

Top funds holding Fidelity sml mid factr

Retirement Planning Group
Commonwealth Equity Services
Parcion Private Wealth
Envestnet Asset Management
Systelligence
Raymond James Financial Services Advisors
Kestra Advisory Services
Sterling Manor Financial
Northwestern Mutual Wealth Management Company
Fundamentun
Cetera Investment Advisers
Bank of America Corporation
LPL Financial
Evergreen Private Wealth
Advisor Group Holdings

View all funds holding Fidelity sml mid factr