Tradition Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Tradition Wealth Management’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
2023 Q3	–	Sell	-1,496	Closed	-$50K	–	1378
2023 Q2	$50K	Buy	+1,496	New	+$48K	0.01%	619

Other funds holding FSMD

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Tradition Wealth Management's FSMD Position: Q3 2023 in Review

Tradition Wealth Management sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2023, closing a stake of 1,496 shares — an estimated $50K sold.

Tradition Wealth Management first reported a position in FSMD in Q2 2023 and held it in 1 quarter. The position peaked at $50K in Q2 2023. 29 funds tracked by Wall St. Rank hold FSMD as of Q3 2023.

Tradition Wealth Management reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,496 Fidelity Small-Mid Multifactor ETF shares in Q3 2023, an estimated $50K.
Tradition Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2023 and held it in 1 quarter.
Tradition Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $50K in Q2 2023.
29 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.