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FSMD icon

Advisory Services Network’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Advisory Services Network’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
2026
Q2 		$7.89M Sell
149,284
-946
-0.6% -$46.8K 0.09% 234
2026
Q1 		$6.72M Buy
150,230
+1,589
+1% +$72.9K 0.09% 235
2025
Q4 		$6.56M Buy
148,641
+6,322
+4% +$277K 0.09% 227
2025
Q3 		$6.26M Buy
142,319
+3,617
+3% +$155K 0.09% 237
2025
Q2 		$5.81M Buy
138,702
+73,452
+113% +$2.9M 0.09% 231
2025
Q1 		$2.56M Buy
+65,250
New +$2.68M 0.05% 424
2024
Q4 		– Sell
-17,881
Closed -$674K – 1633
2024
Q3 		$674K Hold
17,881
– – 0.01% 857
2024
Q2 		$674K Sell
17,881
-13,639
-43% -$514K 0.01% 857
2024
Q1 		$1.22M Sell
31,520
-5,995
-16% -$220K 0.03% 613
2023
Q4 		$1.36M Buy
37,515
+7,349
+24% +$243K 0.03% 536
2023
Q3 		$973K Buy
30,166
+4,349
+17% +$146K 0.03% 639
2023
Q2 		$863K Buy
25,817
+21,013
+437% +$674K 0.02% 681
2023
Q1 		$155K Sell
4,804
-3,837
-44% -$125K ﹤0.01% 1422
2022
Q4 		$271K Buy
8,641
+48
+0.6% +$1.51K 0.01% 1131
2022
Q3 		$247K Sell
8,593
-207
-2% -$6.51K 0.01% 1112
2022
Q2 		$262K Sell
8,800
-254
-3% -$8.13K 0.01% 1136
2022
Q1 		$310K Buy
9,054
+285
+3% +$9.72K 0.01% 1134
2021
Q4 		$314K Buy
8,769
+93
+1% +$3.27K 0.01% 1113
2021
Q3 		$290K Buy
8,676
+186
+2% +$6.31K 0.01% 1121
2021
Q2 		$288K Buy
8,490
+25
+0.3% +$844 0.01% 1106
2021
Q1 		$276K Buy
8,465
+160
+2% +$5.01K 0.01% 1064
2020
Q4 		$238K Buy
8,305
+7,277
+708% +$194K 0.01% 998
2020
Q3 		$24K Buy
+1,028
New +$24.6K ﹤0.01% 1990

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Advisory Services Network's FSMD Position: Q2 2026 in Review

Advisory Services Network reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.63% in Q2 2026, selling an estimated $46.8K and leaving 149,284 shares worth $7.89M. The position accounts for 0.09% of the portfolio, ranked #234.

Advisory Services Network first reported a position in FSMD in Q3 2020 and has held it in 23 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Advisory Services Network held 149,284 shares of Fidelity Small-Mid Multifactor ETF worth $7.89M as of Q2 2026.
  • Advisory Services Network sold 946 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $46.8K.
  • Fidelity Small-Mid Multifactor ETF made up 0.09% of Advisory Services Network's portfolio in Q2 2026, its #234 holding.
  • Advisory Services Network first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2020 and has held it in 23 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.