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Ladenburg Thalmann Financial Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$119K Buy
4,447
+159
+4% +$4.12K ﹤0.01% 2877
2019
Q3 		$107K Buy
4,288
+2,593
+153% +$64.9K ﹤0.01% 2883
2019
Q2 		$43K Buy
+1,695
New +$42.2K ﹤0.01% 3554

Other funds holding FSMD

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FSMD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 3.7% in Q4 2019, buying an estimated $4.12K and bringing the position to 4,447 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Ladenburg Thalmann Financial Services first reported a position in FSMD in Q2 2019 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold FSMD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,447 shares of Fidelity Small-Mid Multifactor ETF worth $119K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 159 Fidelity Small-Mid Multifactor ETF shares in Q4 2019, an estimated $4.12K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2877 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2019 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.