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Capital Analysts LLC’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Capital Analysts LLC’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 		$552K Buy
12,335
+5,320
+76% +$244K 0.01% 434
2025
Q4 		$310K Buy
7,015
+5,538
+375% +$243K 0.01% 520
2025
Q3 		$65K Buy
+1,477
New +$63.5K ﹤0.01% 828

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 $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $8.94B AUM 20.84% 1-Year Est. Return

Capital Analysts LLC's FSMD Position: Q1 2026 in Review

Capital Analysts LLC increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 76% in Q1 2026, buying an estimated $244K and bringing the position to 12,335 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #434.

Capital Analysts LLC first reported a position in FSMD in Q3 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Capital Analysts LLC held 12,335 shares of Fidelity Small-Mid Multifactor ETF worth $552K as of Q1 2026.
  • Capital Analysts LLC bought 5,320 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $244K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #434 holding.
  • Capital Analysts LLC first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.