Bank of Montreal’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bank of Montreal’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	$24.8K	Hold	470	–	–	﹤0.01%	3547
2026 Q1	$21K	Hold	470	–	–	﹤0.01%	3475
2025 Q4	$20.7K	Hold	470	–	–	﹤0.01%	3343
2025 Q3	$20.7K	Hold	470	–	–	﹤0.01%	3277
2025 Q2	$19.5K	Sell	470 -350	-43%	-$13.8K	﹤0.01%	3292
2025 Q1	$32.1K	Hold	820	–	–	﹤0.01%	3143
2024 Q4	$33.8K	Buy	820 +350	+74%	+$14.9K	﹤0.01%	3185
2024 Q3	$19.4K	Hold	470	–	–	﹤0.01%	3581
2024 Q2	$17.8K	Buy	+470	New	+$17.7K	﹤0.01%	3596
2022 Q1	–	Sell	-35	Closed	-$1K	–	4195
2021 Q4	$1K	Buy	+35	New	+$1.23K	﹤0.01%	3454
2021 Q3	–	Sell	-29,518	Closed	-$1.01M	–	3856
2021 Q2	$1.01M	Buy	+29,518	New	+$997K	﹤0.01%	2476

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bank of Montreal's FSMD Position: Q2 2026 in Review

Bank of Montreal held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 470 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3547.

Bank of Montreal first reported a position in FSMD in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2021. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Bank of Montreal held 470 shares of Fidelity Small-Mid Multifactor ETF worth $24.8K as of Q2 2026.
Bank of Montreal left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3547 holding.
Bank of Montreal first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2021 and has held it in 11 quarters since.
Bank of Montreal's Fidelity Small-Mid Multifactor ETF position peaked at $1.01M in Q2 2021.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.