Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q1 2024 (March 31)14holders
$26.22avg. 13F price*
At the end of Q1 2024, 14 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($5.7M), Truist Financial Corp. ($3.9M) and Lincoln National Corp. ($442K).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.1M |
| Exits | 2 | $5.0M |
Ownership 14 holders
| Commonwealth Equity Services, LLC | 0.01% | Add +2.7% | 218,747 | $5.7M |
| Truist Financial Corp. | 0.01% | New | 148,387 | $3.9M |
| Lincoln National Corp. | 0.01% | Add +38.3% | 16,860 | $442K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 10,932 | $287K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.4% | 10,500 | $275K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Add +331.2% | 8,697 | $228K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,166 | $214K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.7% | 6,971 | $183K |
| National Bank of Canada | 0.00% | No change | 5,000 | $129K |
| Comerica Bank | 0.00% | No change | 2,200 | $58K |
| Osaic Holdings, Inc. | 0.00% | No change | 356 | $9K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +1.1% | 90 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $28 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is FFSM's weight in each manager's 13F, not the share of Fidelity FNDM SM Mid Cap ETF the manager owns.