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

Avantax 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 Q2	$2.25M	Buy	54,221 +11,400	+27%	+$449K	0.01%	744
2025 Q1	$1.68M	Sell	42,821 -10,912	-20%	-$448K	0.01%	840
2024 Q4	$2.21M	Buy	53,733 +6,409	+14%	+$272K	0.01%	669
2024 Q3	$1.96M	Buy	47,324 +1,705	+4%	+$67.6K	0.01%	707
2024 Q2	$1.72M	Buy	45,619 +4,547	+11%	+$171K	0.01%	722
2024 Q1	$1.6M	Buy	+41,072	New	+$1.51M	0.01%	604

Other funds holding FSMD

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's FSMD Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 27% in Q2 2025, buying an estimated $449K and bringing the position to 54,221 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #744.

Avantax Advisory Services first reported a position in FSMD in Q1 2024 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

Avantax Advisory Services held 54,221 shares of Fidelity Small-Mid Multifactor ETF worth $2.25M as of Q2 2025.
Avantax Advisory Services bought 11,400 Fidelity Small-Mid Multifactor ETF shares in Q2 2025, an estimated $449K.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #744 holding.
Avantax Advisory Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.