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

Prospera 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
2022
Q2 		– Sell
-1,015
Closed -$35K – 1970
2022
Q1 		$35K Buy
+1,015
New +$34.6K ﹤0.01% 1514

Other funds holding FSMD

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KAS
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Prospera Financial Services's FSMD Position: Q2 2022 in Review

Prospera Financial Services sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2022, closing a stake of 1,015 shares — an estimated $35K sold.

Prospera Financial Services first reported a position in FSMD in Q1 2022 and held it in 1 quarter. The position peaked at $35K in Q1 2022. 15 funds tracked by Wall St. Rank hold FSMD as of Q2 2022.

  • Prospera Financial Services reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,015 Fidelity Small-Mid Multifactor ETF shares in Q2 2022, an estimated $35K.
  • Prospera Financial Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Fidelity Small-Mid Multifactor ETF position peaked at $35K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.