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Financial Partners Group (Kansas)’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-5,501
Closed -$228K – 186
2024
Q3 		$228K Buy
+5,501
New +$218K 0.03% 175
2020
Q3 		– Sell
-49,532
Closed -$1.13M – 120
2020
Q2 		$1.13M Buy
+49,532
New +$1.06M 0.44% 35

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Partners Group (Kansas)'s FSMD Position: Q4 2024 in Review

Financial Partners Group (Kansas) sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2024, closing a stake of 5,501 shares — an estimated $228K sold.

Financial Partners Group (Kansas) first reported a position in FSMD in Q2 2020 and held it in 2 quarters. The position peaked at $1.13M in Q2 2020. 89 funds tracked by Wall St. Rank hold FSMD as of Q4 2024.

  • Financial Partners Group (Kansas) reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 5,501 Fidelity Small-Mid Multifactor ETF shares in Q4 2024, an estimated $228K.
  • Financial Partners Group (Kansas) first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2020 and held it in 2 quarters.
  • Financial Partners Group (Kansas)'s Fidelity Small-Mid Multifactor ETF position peaked at $1.13M in Q2 2020.
  • 89 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2024, filed 24 Jan 2025.