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

AE Wealth Management’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 		$2.89M Buy
54,633
+2,097
+4% +$104K 0.01% 560
2026
Q1 		$2.35M Buy
52,536
+6,734
+15% +$309K 0.01% 600
2025
Q4 		$2.02M Buy
45,802
+37,258
+436% +$1.63M 0.01% 599
2025
Q3 		$376K Sell
8,544
-4,436
-34% -$191K ﹤0.01% 1091
2025
Q2 		$538K Sell
12,980
-39,659
-75% -$1.56M ﹤0.01% 897
2025
Q1 		$2.06M Buy
52,639
+5,108
+11% +$210K 0.02% 523
2024
Q4 		$1.96M Buy
47,531
+3,142
+7% +$133K 0.02% 528
2024
Q3 		$1.84M Buy
44,389
+6,075
+16% +$241K 0.02% 556
2024
Q2 		$1.44M Buy
38,314
+5,705
+17% +$215K 0.01% 611
2024
Q1 		$1.27M Buy
32,609
+437
+1% +$16.1K 0.01% 602
2023
Q4 		$1.16M Buy
32,172
+1,472
+5% +$48.6K 0.01% 1099
2023
Q3 		$991K Buy
30,700
+6,067
+25% +$204K 0.01% 1101
2023
Q2 		$824K Buy
24,633
+8,700
+55% +$279K 0.01% 1160
2023
Q1 		$514K Buy
15,933
+4,313
+37% +$141K ﹤0.01% 1346
2022
Q4 		$364K Buy
+11,620
New +$365K ﹤0.01% 1423

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

AE Wealth Management's FSMD Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 4% in Q2 2026, buying an estimated $104K and bringing the position to 54,633 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #560.

AE Wealth Management first reported a position in FSMD in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • AE Wealth Management held 54,633 shares of Fidelity Small-Mid Multifactor ETF worth $2.89M as of Q2 2026.
  • AE Wealth Management bought 2,097 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $104K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #560 holding.
  • AE Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2022 and has held it in 15 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.