Cedar Point Capital Partners’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Cedar Point Capital Partners’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	$805K	Buy	15,224 +228	+2%	+$11.3K	0.46%	38
2026 Q1	$671K	Sell	14,996 -2,561	-15%	-$117K	0.44%	38
2025 Q4	$775K	Sell	17,557 -803	-4%	-$35.2K	0.49%	39
2025 Q3	$808K	Buy	18,360 +479	+3%	+$20.6K	0.53%	36
2025 Q2	$742K	Sell	17,881 -1,271	-7%	-$50.1K	0.52%	37
2025 Q1	$750K	Buy	19,152 +830	+5%	+$34.1K	0.5%	35
2024 Q4	$754K	Buy	18,322 +1,529	+9%	+$64.9K	0.51%	35
2024 Q3	$695K	Buy	16,793 +971	+6%	+$38.5K	0.48%	36
2024 Q2	$596K	Buy	15,822 +1,665	+12%	+$62.7K	0.45%	36
2024 Q1	$550K	Buy	14,157 +1,123	+9%	+$41.3K	0.42%	36
2023 Q4	$472K	Buy	+13,034	New	+$430K	0.39%	38

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Cedar Point Capital Partners's FSMD Position: Q2 2026 in Review

Cedar Point Capital Partners increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.5% in Q2 2026, buying an estimated $11.3K and bringing the position to 15,224 shares worth $805K. The position accounts for 0.46% of the portfolio, ranked #38.

Cedar Point Capital Partners first reported a position in FSMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $808K in Q3 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Cedar Point Capital Partners held 15,224 shares of Fidelity Small-Mid Multifactor ETF worth $805K as of Q2 2026.
Cedar Point Capital Partners bought 228 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $11.3K.
Fidelity Small-Mid Multifactor ETF made up 0.46% of Cedar Point Capital Partners's portfolio in Q2 2026, its #38 holding.
Cedar Point Capital Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
Cedar Point Capital Partners's Fidelity Small-Mid Multifactor ETF position peaked at $808K in Q3 2025.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.