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

Advocacy Wealth Management Services’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	$32.6M	Buy	616,638 +47,688	+8%	+$2.36M	1.18%	22
2026 Q1	$25.4M	Buy	568,950 +23,499	+4%	+$1.08M	1.13%	21
2025 Q4	$24.1M	Buy	545,451 +35,055	+7%	+$1.54M	1.01%	26
2025 Q3	$22.5M	Sell	510,396 -176,409	-26%	-$7.58M	0.98%	27
2025 Q2	$28.5M	Sell	686,805 -32,642	-5%	-$1.29M	1.75%	22
2025 Q1	$28.2M	Buy	+719,447	New	+$29.5M	1.92%	17

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advocacy Wealth Management Services's FSMD Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 8.4% in Q2 2026, buying an estimated $2.36M and bringing the position to 616,638 shares worth $32.6M. The position accounts for 1.18% of the portfolio, ranked #22.

Advocacy Wealth Management Services first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Advocacy Wealth Management Services held 616,638 shares of Fidelity Small-Mid Multifactor ETF worth $32.6M as of Q2 2026.
Advocacy Wealth Management Services bought 47,688 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $2.36M.
Fidelity Small-Mid Multifactor ETF made up 1.18% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #22 holding.
Advocacy Wealth Management Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.