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

Inspire Advisors’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
2021
Q1 		– Sell
-837
Closed -$24K – 327
2020
Q4 		$24K Buy
+837
New +$22.3K 0.01% 356

Other funds holding FSMD

Citigroup
Citigroup New York $235B AUM 32.99% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Inspire Advisors's FSMD Position: Q1 2021 in Review

Inspire Advisors sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2021, closing a stake of 837 shares — an estimated $24K sold.

Inspire Advisors first reported a position in FSMD in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 15 funds tracked by Wall St. Rank hold FSMD as of Q1 2021.

  • Inspire Advisors reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 837 Fidelity Small-Mid Multifactor ETF shares in Q1 2021, an estimated $24K.
  • Inspire Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $24K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.