BG Investment Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

BG Investment 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
2026 Q1	$964K	Buy	21,548 +4,131	+24%	+$189K	0.8%	24
2025 Q4	$769K	Buy	17,417 +2,816	+19%	+$123K	0.68%	26
2025 Q3	$643K	Sell	14,601 -1,454	-9%	-$62.5K	0.63%	27
2025 Q2	$666K	Sell	16,055 -8,139	-34%	-$321K	0.83%	25
2025 Q1	$947K	Buy	24,194 +7,840	+48%	+$322K	1.02%	19
2024 Q4	$673K	Buy	+16,354	New	+$695K	0.68%	22

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

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

BG Investment Services's FSMD Position: Q1 2026 in Review

BG Investment Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 24% in Q1 2026, buying an estimated $189K and bringing the position to 21,548 shares worth $964K. The position accounts for 0.8% of the portfolio, ranked #24.

BG Investment Services first reported a position in FSMD in Q4 2024 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

BG Investment Services held 21,548 shares of Fidelity Small-Mid Multifactor ETF worth $964K as of Q1 2026.
BG Investment Services bought 4,131 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $189K.
Fidelity Small-Mid Multifactor ETF made up 0.8% of BG Investment Services's portfolio in Q1 2026, its #24 holding.
BG Investment Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 6 quarters since.
171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.