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Fidelity Small-Mid Multifactor ETF
FSMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 851 M -USD 37.3 M -754,958 -4%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
USD 294 M +USD 19.8 M +400,546 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 180 M +USD 4.79 M +96,787 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 125 M +USD 12.9 M +260,764 +12%
Kestra Investment Management
5
Kestra Investment Management
Texas
USD 76.1 M +USD 10.4 M +209,405 +17%
LPL Financial
6
LPL Financial
California
USD 72.3 M +USD 7.35 M +148,606 +12%
Bank of America
7
Bank of America
North Carolina
USD 71.6 M +USD 3.85 M +77,804 +6%
Sanctuary Advisors
8
Sanctuary Advisors
Indiana
USD 45.8 M +USD 1.27 M +25,612 +3%
Atria Investments
9
Atria Investments
North Carolina
USD 39.5 M -USD 585 k -11,826 -2%
Advocacy Wealth Management Services
10
Advocacy Wealth Management Services
Georgia
USD 32.6 M +USD 2.36 M +47,688 +8%
Stifel Financial
11
Stifel Financial
Missouri
USD 31.5 M -USD 8.86 M -179,223 -23%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
USD 29.9 M -USD 776 k -15,702 -3%
Kestra Advisory Services
13
Kestra Advisory Services
Texas
USD 25.6 M -USD 3.61 M -72,984 -13%
OneDigital Investment Advisors
14
OneDigital Investment Advisors
Kansas
USD 25.5 M +USD 3.58 M +72,305 +18%
Raymond James Financial
15
Raymond James Financial
Florida
USD 24.4 M +USD 1.33 M +26,847 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 21.5 M +USD 6.05 M +122,271 +43%
LSWP
17
Liberty Square Wealth Partners
Pennsylvania
USD 18.8 M +USD 1.93 M +38,940 +12%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
USD 18.8 M -USD 2.92 M -59,065 -14%
Goldstone Financial Group
19
Goldstone Financial Group
Illinois
USD 18.7 M -USD 220 k -4,445 -1%
GFM
20
GEN Financial Management
Minnesota
USD 15.7 M -USD 295 k -5,970 -2%
AssuredPartners Investment Advisors
21
AssuredPartners Investment Advisors
Florida
USD 13.1 M +USD 45.4 k +919 +0.4%
PFA
22
Presper Financial Architects
Ohio
USD 13 M -USD 18.5 k -375 -0.2%
Steward Partners Investment Advisory
23
Steward Partners Investment Advisory
New York
USD 10.6 M -USD 89.6 k -1,812 -0.9%
PWP
24
Prasad Wealth Partners
Ohio
USD 10.5 M +USD 34.6 k +700 +0.4%
MML Investors Services
25
MML Investors Services
Massachusetts
USD 9.9 M +USD 2.14 M +43,273 +30%
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