RJFSA
FSMD icon

Raymond James Financial Services Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$10.9M Buy
262,912
+9,585
+4% +$380K 0.01% 832
2024
Q2 		$9.55M Buy
253,327
+15,375
+6% +$579K 0.01% 853
2024
Q1 		$9.25M Buy
+237,952
New +$8.75M 0.01% 842

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Raymond James Financial Services Advisors's FSMD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 3.8% in Q3 2024, buying an estimated $380K and bringing the position to 262,912 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #832.

Raymond James Financial Services Advisors first reported a position in FSMD in Q1 2024 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold FSMD as of Q3 2024.

  • Raymond James Financial Services Advisors held 262,912 shares of Fidelity Small-Mid Multifactor ETF worth $10.9M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 9,585 Fidelity Small-Mid Multifactor ETF shares in Q3 2024, an estimated $380K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #832 holding.
  • Raymond James Financial Services Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.