Cetera Advisor Networks’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Cetera Advisor Networks’s Portfolio FSMD Stock Details FSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.39M	Buy	35,672 +13,878	+64%	+$510K	0.01%	1243
2023 Q4	$790K	Sell	21,794 -1,545	-7%	-$51K	﹤0.01%	1531
2023 Q3	$753K	Sell	23,339 -1,434	-6%	-$48.2K	﹤0.01%	1468
2023 Q2	$828K	Sell	24,773 -17	-0.1%	-$545	0.01%	1379
2023 Q1	$800K	Buy	24,790 +7,954	+47%	+$260K	0.01%	1375
2022 Q4	$527K	Buy	+16,836	New	+$529K	﹤0.01%	1602

Other funds holding FSMD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EPW

Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Cetera Advisor Networks's FSMD Position: Q1 2024 in Review

Cetera Advisor Networks increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 64% in Q1 2024, buying an estimated $510K and bringing the position to 35,672 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #1243.

Cetera Advisor Networks first reported a position in FSMD in Q4 2022 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold FSMD as of Q1 2024.

Cetera Advisor Networks held 35,672 shares of Fidelity Small-Mid Multifactor ETF worth $1.39M as of Q1 2024.
Cetera Advisor Networks bought 13,878 Fidelity Small-Mid Multifactor ETF shares in Q1 2024, an estimated $510K.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1243 holding.
Cetera Advisor Networks first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2022 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.