Cetera Investment Advisers
FSMD icon

Cetera Investment Advisers’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Cetera Investment Advisers’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 		$29.9M Sell
565,584
-15,702
-3% -$776K 0.03% 581
2026
Q1 		$26M Sell
581,286
-22,884
-4% -$1.05M 0.03% 583
2025
Q4 		$26.7M Buy
604,170
+33,765
+6% +$1.48M 0.03% 543
2025
Q3 		$25.1M Buy
570,405
+163,332
+40% +$7.02M 0.03% 546
2025
Q2 		$16.9M Buy
407,073
+31,998
+9% +$1.26M 0.03% 585
2025
Q1 		$14.7M Buy
375,075
+134,872
+56% +$5.54M 0.03% 579
2024
Q4 		$9.89M Buy
240,203
+67,270
+39% +$2.86M 0.02% 709
2024
Q3 		$7.16M Buy
172,933
+8,773
+5% +$348K 0.02% 833
2024
Q2 		$6.19M Buy
164,160
+1,615
+1% +$60.8K 0.01% 888
2024
Q1 		$6.32M Buy
162,545
+79,713
+96% +$2.93M 0.01% 868
2023
Q4 		$3M Buy
82,832
+5,704
+7% +$188K 0.02% 623
2023
Q3 		$2.49M Buy
77,128
+41,545
+117% +$1.4M 0.02% 664
2023
Q2 		$1.19M Buy
35,583
+2,567
+8% +$82.3K 0.01% 986
2023
Q1 		$1.07M Buy
33,016
+5,901
+22% +$193K 0.01% 1001
2022
Q4 		$850K Buy
+27,115
New +$853K 0.01% 1067

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

Cetera Investment Advisers's FSMD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2.7% in Q2 2026, selling an estimated $776K and leaving 565,584 shares worth $29.9M. The position accounts for 0.03% of the portfolio, ranked #581.

Cetera Investment Advisers first reported a position in FSMD in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Cetera Investment Advisers held 565,584 shares of Fidelity Small-Mid Multifactor ETF worth $29.9M as of Q2 2026.
  • Cetera Investment Advisers sold 15,702 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $776K.
  • Fidelity Small-Mid Multifactor ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #581 holding.
  • Cetera Investment Advisers first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2022 and has held it in 15 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.