Holistic Planning LLC Takes Position in Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD)

Holistic Planning LLC bought a new position in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 5,965 shares of the company’s stock, valued at approximately $246,000.

A number of other large investors have also added to or reduced their stakes in FSMD. Wilmington Savings Fund Society FSB bought a new position in Fidelity Small-Mid Multifactor ETF during the third quarter worth $29,000. FMR LLC lifted its stake in shares of Fidelity Small-Mid Multifactor ETF by 126.6% during the 3rd quarter. FMR LLC now owns 1,842 shares of the company’s stock worth $76,000 after buying an additional 1,029 shares during the last quarter. Eastern Bank bought a new stake in shares of Fidelity Small-Mid Multifactor ETF during the 3rd quarter worth about $83,000. Foundations Investment Advisors LLC acquired a new position in Fidelity Small-Mid Multifactor ETF in the 4th quarter valued at about $207,000. Finally, J.W. Cole Advisors Inc. raised its holdings in Fidelity Small-Mid Multifactor ETF by 7.4% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 6,760 shares of the company’s stock valued at $280,000 after acquiring an additional 468 shares during the period.

Fidelity Small-Mid Multifactor ETF Stock Down 0.9 %

Shares of NYSEARCA:FSMD opened at $42.53 on Monday. Fidelity Small-Mid Multifactor ETF has a 12-month low of $35.53 and a 12-month high of $45.16. The business has a 50 day moving average of $42.63 and a 200-day moving average of $41.48. The stock has a market cap of $357.25 million, a PE ratio of 14.18 and a beta of 0.98.

Fidelity Small-Mid Multifactor ETF Company Profile

The Fidelity Small-Mid Factor ETF (FSMD) is an exchange-traded fund that is based on the Fidelity Small-Mid Multifactor index. The fund tracks a multi-factored index of US companies. FSMD was launched on Feb 26, 2019 and is managed by Fidelity.