Citigroup
FSMD icon

Citigroup’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Citigroup’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
2022
Q1 		– Sell
-35
Closed -$1K – 6418
2021
Q4 		$1K Hold
35
– – ﹤0.01% 5760
2021
Q3 		$1K Sell
35
-339,799
-100% -$11.5M ﹤0.01% 5694
2021
Q2 		$11.5M Buy
339,834
+128,700
+61% +$4.35M 0.01% 1325
2021
Q1 		$6.88M Buy
211,134
+28,700
+16% +$898K ﹤0.01% 1603
2020
Q4 		$5.23M Buy
182,434
+43,183
+31% +$1.15M ﹤0.01% 2058
2020
Q3 		$3.3M Buy
+139,251
New +$3.33M ﹤0.01% 2213

Other funds holding FSMD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BFA
BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return

Citigroup's FSMD Position: Q1 2022 in Review

Citigroup sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2022, closing a stake of 35 shares — an estimated $1K sold.

Citigroup first reported a position in FSMD in Q3 2020 and held it in 6 quarters. The position peaked at $11.5M in Q2 2021. 19 funds tracked by Wall St. Rank hold FSMD as of Q1 2022.

  • Citigroup reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2022 after selling out during the quarter.
  • Citigroup sold 35 Fidelity Small-Mid Multifactor ETF shares in Q1 2022, an estimated $1K.
  • Citigroup first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2020 and held it in 6 quarters.
  • Citigroup's Fidelity Small-Mid Multifactor ETF position peaked at $11.5M in Q2 2021.
  • 19 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2022.

Based on Citigroup's 13F filing for Q1 2022, filed 12 May 2022.