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Chicago Partners Investment Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Chicago Partners Investment Group’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 		$622K Buy
12,185
+1,000
+9% +$49.4K 0.01% 868
2026
Q1 		$543K Sell
11,185
-2,700
-19% -$124K 0.01% 837
2025
Q4 		$638K Sell
13,885
-565
-4% -$24.8K 0.02% 640
2025
Q3 		$633K Sell
14,450
-2,000
-12% -$85.9K 0.02% 575
2025
Q2 		$700K Hold
16,450
– – 0.02% 482
2025
Q1 		$645K Buy
+16,450
New +$676K 0.02% 452

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

Chicago Partners Investment Group's FSMD Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 8.9% in Q2 2026, buying an estimated $49.4K and bringing the position to 12,185 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #868.

Chicago Partners Investment Group first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $700K in Q2 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Chicago Partners Investment Group held 12,185 shares of Fidelity Small-Mid Multifactor ETF worth $622K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,000 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $49.4K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #868 holding.
  • Chicago Partners Investment Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
  • Chicago Partners Investment Group's Fidelity Small-Mid Multifactor ETF position peaked at $700K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.