Free Trial

Fidelity Small-Mid Factor ETF (FSMD) Institutional Ownership

→ Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad)
Free FSMD Stock Alerts
$38.77
+0.12 (+0.31%)
(As of 12:13 PM ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Factor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$34.46M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.27M
Get FSMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Small-Mid Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Kestra Advisory Services LLC367,237$14.27M0.1%+5.0%4.372%
5/10/2024 Osaic Holdings Inc.195,339$7.59M0.0%+45.6%2.325%
5/8/2024 Avantax Advisory Services Inc.41,072$1.60M0.0%N/A0.489%
5/8/2024 Trademark Financial Management LLC34,371$1.34M1.1%+490.5%0.409%
4/30/2024 J.W. Cole Advisors Inc.5,359$208K0.0%N/A0.092%
4/29/2024Commonwealth Equity Services LLC1,045,565$40.63M0.1%+13.4%18.027%
4/23/2024 Raymond James Financial Services Advisors Inc.237,952$9.25M0.0%N/A4.103%
4/16/2024 Wealth Enhancement Advisory Services LLC14,021$545K0.0%-3.3%0.401%
4/15/2024 Sound Income Strategies LLC5,210$202K0.0%N/A0.149%
2/16/2024 Clarity Asset Management Inc.11,520$417K0.3%N/A0.329%
2/13/2024 Trademark Financial Management LLC5,821$211K0.2%N/A0.166%
2/9/2024 Advisory Services Network LLC37,515$1.36M0.0%+24.4%1.072%
2/6/2024 Lincoln National Corp48,486$1.76M0.0%+0.7%1.385%
2/6/2024 Merit Financial Group LLC10,040$364K0.0%+23.3%0.287%
2/6/2024Commonwealth Equity Services LLC922,341$33.42M0.1%+14.8%26.353%
2/6/2024 Great Valley Advisor Group Inc.11,581$420K0.0%N/A0.331%
2/3/2024Cedar Point Capital Partners LLC13,034$472K0.4%N/A0.372%
1/25/2024 International Assets Investment Management LLC11,666$423K0.0%N/A0.333%
1/24/2024 International Assets Investment Management LLC11,666$423K0.0%N/A0.333%
11/16/2023Harbour Investments Inc.13,168$425K0.0%+272.9%0.376%
11/13/2023 Envestnet Asset Management Inc.222,134$7.17M0.0%-1.5%6.347%
11/13/2023 Kestra Advisory Services LLC319,591$10.31M0.1%+8.8%9.131%
11/6/2023 Lincoln National Corp48,172$1.56M0.0%-2.7%1.376%
10/24/2023 Cambridge Investment Research Advisors Inc.23,934$772K0.0%-3.0%0.684%
10/23/2023Commonwealth Equity Services LLC803,525$25.93M0.1%+11.3%22.958%
10/11/2023 AE Wealth Management LLC30,700$991K0.0%+24.6%0.877%
8/23/2023 Rehmann Capital Advisory Group32,025$1.07M0.1%-11.7%0.915%
8/14/2023IFP Advisors Inc38,756$1.30M0.1%-57.3%1.107%
8/11/2023 Kestra Advisory Services LLC293,668$9.82M0.1%+3.0%8.391%
8/10/2023 Osaic Holdings Inc.190,540$6.37M0.0%-5.3%5.604%
8/10/2023Commonwealth Equity Services LLC721,864$24.14M0.0%+8.7%21.231%
8/10/2023 Cetera Investment Advisers35,583$1.19M0.0%+7.8%1.047%
8/7/2023 Lincoln National Corp49,529$1.66M0.0%+9.1%1.457%
8/4/2023 Envestnet Asset Management Inc.225,418$7.54M0.0%-1.5%6.630%
8/4/2023IFP Advisors Inc38,756$965K0.0%-57.3%1.140%
7/31/2023 LPL Financial LLC22,381$748K0.0%+25.6%0.658%
7/13/2023 Cambridge Investment Research Advisors Inc.24,677$825K0.0%+78.9%0.726%
7/10/2023 AE Wealth Management LLC24,633$824K0.0%+54.6%0.725%
5/11/2023Commonwealth Equity Services LLC663,990$21.42M0.0%+2.1%20.750%
5/8/2023 Brown Advisory Inc.9,352$302K0.0%-10.5%0.292%
A once-in-a-century investment opportunity (Ad)

It's an under-the-radar stock reshaping a projected $109 billion industry - And, I believe, has far more potential than the AI stocks most investors are focused on in the days ahead.

To get its name and ticker symbol for free - just click here.
4/28/2023 Ameritas Advisory Services LLC2,020$65K0.0%N/A0.063%
4/18/2023IFP Advisors Inc90,658$2.26M0.1%+15,477.0%2.833%
4/14/2023 AE Wealth Management LLC15,933$514K0.0%+37.1%0.498%
4/10/2023BMS Financial Advisors LLC19,612$633K0.4%N/A0.613%
2/10/2023 Advisor Group Holdings Inc.196,006$6.14M0.0%+48.4%6.534%
2/8/2023 Lincoln National Corp45,177$1.42M0.0%+2.6%1.506%
2/7/2023Commonwealth Equity Services LLC650,090$20.37M0.0%+61.0%21.670%
2/7/2023 LPL Financial LLC27,061$848K0.0%+2.7%0.902%
2/7/2023 Envestnet Asset Management Inc.220,247$6.90M0.0%+38.7%7.342%
2/1/2023 CWM LLC857$27K0.0%N/A0.029%
1/31/2023 Kestra Advisory Services LLC273,559$8.57M0.1%+8.2%9.119%
1/31/2023 AE Wealth Management LLC11,620$364K0.0%N/A0.387%
1/13/2023 Merit Financial Group LLC8,140$255K0.0%N/A0.281%
11/15/2022Commonwealth Equity Services LLC403,805$11.60M0.0%+45.0%16.825%
11/10/2022 Envestnet Asset Management Inc.158,826$4.56M0.0%+6.2%6.618%
11/4/2022 Lincoln National Corp44,019$1.27M0.0%+8.1%1.834%
11/1/2022 Kestra Advisory Services LLC252,901$7.27M0.1%+18.1%10.538%
10/17/2022BMS Financial Advisors LLC31,565$907K0.6%N/A1.435%
8/3/2022 Envestnet Asset Management Inc.149,488$4.44M0.0%+30.2%6.795%
8/2/2022 Lincoln National Corp40,731$1.21M0.0%+14.1%1.851%
7/19/2022Commonwealth Equity Services LLC278,434$8.27M0.0%-31.4%13.259%
5/11/2022BMS Financial Advisors LLC12,543$430K0.3%N/A0.545%
5/9/2022 Lincoln National Corp35,711$1.22M0.0%+46.1%1.553%
5/9/2022 Brown Advisory Inc.10,452$358K0.0%N/A0.454%
5/4/2022 Advisor Group Holdings Inc.87,962$3.01M0.0%+29.9%3.824%
5/4/2022Prospera Financial Services Inc1,015$35K0.0%N/A0.044%
5/4/2022Commonwealth Equity Services LLC405,712$13.89M0.0%+92.6%17.640%
5/4/2022 Envestnet Asset Management Inc.114,854$3.93M0.0%+86.5%4.994%
4/26/2022 Kestra Advisory Services LLC12,852$440K0.0%-8.6%0.559%
2/4/2022 Envestnet Asset Management Inc.61,571$2.21M0.0%-35.3%3.079%
2/3/2022 Advisor Group Holdings Inc.67,691$2.42M0.0%+4.3%3.385%
1/31/2022Commonwealth Equity Services LLC210,628$7.54M0.0%+33.9%10.531%
1/26/2022 Lincoln National Corp24,450$876K0.0%+88.6%1.164%
11/5/2021 Advisor Group Holdings Inc.64,880$2.17M0.0%-5.0%3.816%
11/5/2021 Lincoln National Corp12,967$434K0.0%-34.2%0.763%
10/29/2021Commonwealth Equity Services LLC157,314$5.26M0.0%+112.2%9.254%
10/19/2021 Kestra Advisory Services LLC14,102$472K0.0%-6.3%0.830%
8/16/2021 Bank of America Corp DE45,022$1.53M0.0%+8.1%2.814%
8/13/2021 Lincoln National Corp19,705$668K0.0%-36.7%1.232%
8/12/2021 Bank of Montreal Can29,518$1.01M0.0%N/A1.845%
8/11/2021Commonwealth Equity Services LLC74,132$2.51M0.0%+39.5%4.633%
8/10/2021 Citigroup Inc.339,834$11.52M0.0%+61.0%16.992%
8/4/2021 Envestnet Asset Management Inc.89,893$3.05M0.0%+2.0%4.495%
8/2/2021 Advisor Group Holdings Inc.68,330$2.32M0.0%+26.0%3.417%
5/18/2021 Citadel Advisors LLC19,240$626K0.0%-71.7%1.069%
5/13/2021 Citigroup Inc.211,134$6.88M0.0%+15.7%11.730%
5/10/2021 Kestra Advisory Services LLC12,469$406K0.0%+43.1%0.693%
5/4/2021 Envestnet Asset Management Inc.88,139$2.87M0.0%-7.3%5.185%
5/4/2021Commonwealth Equity Services LLC53,135$1.73M0.0%+26.8%3.126%
3/2/2021 SkyView Investment Advisors LLC73,476$2.11M1.0%N/A4.592%
A once-in-a-century investment opportunity (Ad)

It's an under-the-radar stock reshaping a projected $109 billion industry - And, I believe, has far more potential than the AI stocks most investors are focused on in the days ahead.

To get its name and ticker symbol for free - just click here.
2/11/2021 Citigroup Inc.182,434$5.23M0.0%+31.0%13.031%
2/9/2021 Advisory Services Network LLC8,305$238K0.0%+707.9%0.593%
2/5/2021 Koshinski Asset Management Inc.2,049$204K0.0%N/A0.121%
2/5/2021 Lincoln National Corp31,408$901K0.0%+253.9%2.243%
2/2/2021 Koshinski Asset Management Inc.2,049$204K0.0%N/A0.146%
1/26/2021 BEAM Asset Management LLC20,958$601K0.6%+3.0%1.612%
1/20/2021 Kestra Advisory Services LLC8,714$250K0.0%N/A0.670%
1/13/2021 Sowell Financial Services LLC2,449$70K0.0%N/A0.188%
11/19/2020 Rehmann Capital Advisory Group36,152$858K0.1%+29.2%3.287%
11/5/2020Commonwealth Equity Services LLC36,747$872K0.0%+4.0%3.675%
(Data available from 1/1/2016 forward)

FSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMD shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Fidelity Small-Mid Factor ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($40.63M), Kestra Advisory Services LLC ($14.27M), Raymond James Financial Services Advisors Inc. ($9.25M), Osaic Holdings Inc. ($7.59M), Envestnet Asset Management Inc. ($7.17M), Advisor Group Holdings Inc. ($6.14M), and Lincoln National Corp ($1.76M).Learn more on FSMD's institutional investors.

Which institutional investors have been buying Fidelity Small-Mid Factor ETF stock?

Of the 26 institutional investors that purchased Fidelity Small-Mid Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($767.13K), Raymond James Financial Services Advisors Inc. ($237.95K), Kestra Advisory Services LLC ($111.41K), Envestnet Asset Management Inc. ($105.39K), IFP Advisors Inc ($90.08K), Advisor Group Holdings Inc. ($63.93K), and Osaic Holdings Inc. ($61.16K).

How much institutional buying is happening at Fidelity Small-Mid Factor ETF?

Institutional investors have bought a total of 1,726,916 shares in the last 24 months. This purchase volume represents approximately $58.81M in transactions.

Which Fidelity Small-Mid Factor ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Fidelity Small-Mid Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($127.28K), IFP Advisors Inc ($103.80K), Osaic Holdings Inc. ($10.70K), Envestnet Asset Management Inc. ($6.61K), Rehmann Capital Advisory Group ($4.24K), Lincoln National Corp ($1.36K), and Brown Advisory Inc. ($1.10K).

How much institutional selling is happening at Fidelity Small-Mid Factor ETF?

Institutional investors have sold a total of 256,299 shares in the last 24 months. This volume of shares sold represents approximately $8.09M in transactions.


Related Companies:
This page (NYSEARCA:FSMD) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Elon to Transform U.S. Economy?
Porter & Company
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!
Priority Gold
"The Biggest Drug Ever" Is Coming
Behind the Markets
Most important medical advance in 100 years
The Oxford Club
Does this make you sick?
Allegiance Gold
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
This Apple-like Innovator is Revolutionizing Healthcare
Wall Street Star