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B. Riley Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-6,760
Closed -$265K – 1166
2025
Q1 		$265K Buy
+6,760
New +$278K 0.01% 1035

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

B. Riley Wealth Advisors's FSMD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2025, closing a stake of 6,760 shares — an estimated $265K sold.

B. Riley Wealth Advisors first reported a position in FSMD in Q1 2025 and held it in 1 quarter. The position peaked at $265K in Q1 2025. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,760 Fidelity Small-Mid Multifactor ETF shares in Q2 2025, an estimated $265K.
  • B. Riley Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $265K in Q1 2025.
  • 136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.