Cambridge Investment Research Advisors
FSMD icon

Cambridge Investment Research Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$9.39M Buy
177,654
+385
+0.2% +$19K 0.02% 706
2026
Q1 		$7.93M Sell
177,269
-67,348
-28% -$3.09M 0.02% 712
2025
Q4 		$10.8M Sell
244,617
-27,286
-10% -$1.2M 0.03% 560
2025
Q3 		$12M Buy
271,903
+15,007
+6% +$645K 0.03% 503
2025
Q2 		$10.7M Buy
256,896
+7,524
+3% +$297K 0.03% 516
2025
Q1 		$9.77M Buy
249,372
+92,767
+59% +$3.81M 0.03% 519
2024
Q4 		$6.45M Buy
156,605
+109,881
+235% +$4.67M 0.02% 669
2024
Q3 		$1.93M Buy
46,724
+6,526
+16% +$259K 0.01% 1373
2024
Q2 		$1.51M Buy
40,198
+5,035
+14% +$190K 0.01% 1479
2024
Q1 		$1.37M Buy
35,163
+12,325
+54% +$453K 0.01% 1516
2023
Q4 		$827K Sell
22,838
-1,096
-5% -$36.2K ﹤0.01% 1778
2023
Q3 		$772K Sell
23,934
-743
-3% -$25K ﹤0.01% 1740
2023
Q2 		$825K Buy
24,677
+10,881
+79% +$349K ﹤0.01% 1741
2023
Q1 		$445K Buy
+13,796
New +$451K ﹤0.01% 2175

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
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

Cambridge Investment Research Advisors's FSMD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.22% in Q2 2026, buying an estimated $19K and bringing the position to 177,654 shares worth $9.39M. The position accounts for 0.02% of the portfolio, ranked #706.

Cambridge Investment Research Advisors first reported a position in FSMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $12M in Q3 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Cambridge Investment Research Advisors held 177,654 shares of Fidelity Small-Mid Multifactor ETF worth $9.39M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 385 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $19K.
  • Fidelity Small-Mid Multifactor ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #706 holding.
  • Cambridge Investment Research Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2023 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $12M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.