Bank of Montreal
FSMD icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of Montreal's FSMD Position: Q1 2026 in Review

Bank of Montreal held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q1 2026 at 470 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Bank of Montreal first reported a position in FSMD in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.01M in Q2 2021. 172 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Bank of Montreal held 470 shares of Fidelity Small-Mid Multifactor ETF worth $21K as of Q1 2026.
  • Bank of Montreal left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3475 holding.
  • Bank of Montreal first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2021 and has held it in 10 quarters since.
  • Bank of Montreal's Fidelity Small-Mid Multifactor ETF position peaked at $1.01M in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.