Ameriprise
FSMD icon

Ameriprise’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Ameriprise’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 		$656K Sell
12,405
-22,675
-65% -$1.12M ﹤0.01% 3585
2026
Q1 		$1.58M Sell
35,080
-3,918
-10% -$180K ﹤0.01% 3068
2025
Q4 		$1.72M Sell
38,998
-548
-1% -$24K ﹤0.01% 3075
2025
Q3 		$1.74M Buy
+39,546
New +$1.7M ﹤0.01% 3075

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

Ameriprise's FSMD Position: Q2 2026 in Review

Ameriprise reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 65% in Q2 2026, selling an estimated $1.12M and leaving 12,405 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

Ameriprise first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q3 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Ameriprise held 12,405 shares of Fidelity Small-Mid Multifactor ETF worth $656K as of Q2 2026.
  • Ameriprise sold 22,675 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $1.12M.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3585 holding.
  • Ameriprise first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • Ameriprise's Fidelity Small-Mid Multifactor ETF position peaked at $1.74M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.