BFA
FSMD icon

BMS Financial Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

BMS Financial 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
2023
Q2 		– Sell
-19,612
Closed -$633K – 121
2023
Q1 		$633K Buy
+19,612
New +$641K 0.44% 44
2022
Q4 		– Sell
-31,565
Closed -$907K – 101
2022
Q3 		$907K Buy
+31,565
New +$992K 0.64% 25
2022
Q2 		– Sell
-12,543
Closed -$430K – 101
2022
Q1 		$430K Buy
+12,543
New +$428K 0.27% 78

Other funds holding FSMD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BMS Financial Advisors's FSMD Position: Q2 2023 in Review

BMS Financial Advisors sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2023, closing a stake of 19,612 shares — an estimated $633K sold.

BMS Financial Advisors first reported a position in FSMD in Q1 2022 and held it in 3 quarters. The position peaked at $907K in Q3 2022. 30 funds tracked by Wall St. Rank hold FSMD as of Q2 2023.

  • BMS Financial Advisors reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2023 after selling out during the quarter.
  • BMS Financial Advisors sold 19,612 Fidelity Small-Mid Multifactor ETF shares in Q2 2023, an estimated $633K.
  • BMS Financial Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2022 and held it in 3 quarters.
  • BMS Financial Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $907K in Q3 2022.
  • 30 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.