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Bartlett & Co Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-23
Closed -$1.02K – 1319
2025
Q4 		$1.02K Buy
+23
New +$1.01K ﹤0.01% 1145

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
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 $1.55T AUM 33.47% 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 $21.6B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bartlett & Co Wealth Management's FSMD Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026, closing a stake of 23 shares — an estimated $1.02K sold.

Bartlett & Co Wealth Management first reported a position in FSMD in Q4 2025 and held it in 1 quarter. The position peaked at $1.02K in Q4 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 23 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $1.02K.
  • Bartlett & Co Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $1.02K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.