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Raymond James & Associates’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-49,603
Closed -$1.61M – 4124
2021
Q1 		$1.61M Buy
+49,603
New +$1.55M ﹤0.01% 2161

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James & Associates's FSMD Position: Q2 2021 in Review

Raymond James & Associates sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2021, closing a stake of 49,603 shares — an estimated $1.61M sold.

Raymond James & Associates first reported a position in FSMD in Q1 2021 and held it in 1 quarter. The position peaked at $1.61M in Q1 2021. 14 funds tracked by Wall St. Rank hold FSMD as of Q2 2021.

  • Raymond James & Associates reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2021 after selling out during the quarter.
  • Raymond James & Associates sold 49,603 Fidelity Small-Mid Multifactor ETF shares in Q2 2021, an estimated $1.61M.
  • Raymond James & Associates first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2021 and held it in 1 quarter.
  • Raymond James & Associates's Fidelity Small-Mid Multifactor ETF position peaked at $1.61M in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2021.

Based on Raymond James & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.