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

Atria Wealth Solutions’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
Q2 		$547K Buy
13,197
+20
+0.2% +$788 0.01% 875
2025
Q1 		$516K Buy
13,177
+3,106
+31% +$128K 0.01% 1184
2024
Q4 		$415K Buy
10,071
+2,043
+25% +$86.8K ﹤0.01% 1370
2024
Q3 		$332K Buy
8,028
+1,961
+32% +$77.7K ﹤0.01% 1452
2024
Q2 		$229K Buy
+6,067
New +$229K ﹤0.01% 1675

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
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's FSMD Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.15% in Q2 2025, buying an estimated $788 and bringing the position to 13,197 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #875.

Atria Wealth Solutions first reported a position in FSMD in Q2 2024 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

  • Atria Wealth Solutions held 13,197 shares of Fidelity Small-Mid Multifactor ETF worth $547K as of Q2 2025.
  • Atria Wealth Solutions bought 20 Fidelity Small-Mid Multifactor ETF shares in Q2 2025, an estimated $788.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #875 holding.
  • Atria Wealth Solutions first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.