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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
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 $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's FSMD Position: Q1 2026 in Review

Atria Investments increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 97% in Q1 2026, buying an estimated $17.1M and bringing the position to 758,543 shares worth $33.9M. The position accounts for 0.38% of the portfolio, ranked #45.

Atria Investments first reported a position in FSMD in Q2 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Atria Investments held 758,543 shares of Fidelity Small-Mid Multifactor ETF worth $33.9M as of Q1 2026.
  • Atria Investments bought 372,797 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $17.1M.
  • Fidelity Small-Mid Multifactor ETF made up 0.38% of Atria Investments's portfolio in Q1 2026, its #45 holding.
  • Atria Investments first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.