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

Atria Investments’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 		$39.5M Sell
746,717
-11,826
-2% -$585K 0.4% 41
2026
Q1 		$33.9M Buy
758,543
+372,797
+97% +$17.1M 0.38% 45
2025
Q4 		$17M Buy
385,746
+3,773
+1% +$165K 0.19% 100
2025
Q3 		$16.8M Buy
381,973
+6,311
+2% +$271K 0.19% 99
2025
Q2 		$15.6M Buy
+375,662
New +$14.8M 0.18% 118

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
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

Atria Investments's FSMD Position: Q2 2026 in Review

Atria Investments reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.6% in Q2 2026, selling an estimated $585K and leaving 746,717 shares worth $39.5M. The position accounts for 0.4% of the portfolio, ranked #41.

Atria Investments first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Atria Investments held 746,717 shares of Fidelity Small-Mid Multifactor ETF worth $39.5M as of Q2 2026.
  • Atria Investments sold 11,826 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $585K.
  • Fidelity Small-Mid Multifactor ETF made up 0.4% of Atria Investments's portfolio in Q2 2026, its #41 holding.
  • Atria Investments first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.