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

Ameritas Advisory 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
2025
Q4 		– Sell
-2,020
Closed -$88.9K – 1359
2025
Q3 		$88.9K Buy
2,020
+1,550
+330% +$66.6K 0.01% 882
2025
Q2 		$19.5K Buy
+470
New +$18.5K ﹤0.01% 1753
2023
Q2 		– Sell
-2,020
Closed -$65.2K – 1278
2023
Q1 		$65.2K Buy
+2,020
New +$66K ﹤0.01% 1164

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameritas Advisory Services's FSMD Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2025, closing a stake of 2,020 shares — an estimated $88.9K sold.

Ameritas Advisory Services first reported a position in FSMD in Q1 2023 and held it in 3 quarters. The position peaked at $88.9K in Q3 2025. 161 funds tracked by Wall St. Rank hold FSMD as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,020 Fidelity Small-Mid Multifactor ETF shares in Q4 2025, an estimated $88.9K.
  • Ameritas Advisory Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Fidelity Small-Mid Multifactor ETF position peaked at $88.9K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.