CAM
FSMD icon

Clarity Asset Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Clarity Asset Management’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 		– Sell
-134
Closed -$5.93K – 297
2025
Q4 		$5.93K Hold
134
– – ﹤0.01% 203
2025
Q3 		$5.9K Sell
134
-4
-3% -$172 ﹤0.01% 201
2025
Q2 		$5.73K Buy
+138
New +$5.44K ﹤0.01% 203
2024
Q4 		– Sell
-24
Closed -$980 – 219
2024
Q3 		$980 Hold
24
– – ﹤0.01% 190
2024
Q2 		$889 Sell
24
-1,013
-98% -$38.2K ﹤0.01% 187
2024
Q1 		$40.3K Sell
1,037
-10,483
-91% -$385K 0.03% 106
2023
Q4 		$417K Buy
+11,520
New +$380K 0.33% 22

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

Clarity Asset Management's FSMD Position: Q1 2026 in Review

Clarity Asset Management sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026, closing a stake of 134 shares — an estimated $5.93K sold.

Clarity Asset Management first reported a position in FSMD in Q4 2023 and held it in 7 quarters. The position peaked at $417K in Q4 2023. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Clarity Asset Management reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Asset Management sold 134 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $5.93K.
  • Clarity Asset Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2023 and held it in 7 quarters.
  • Clarity Asset Management's Fidelity Small-Mid Multifactor ETF position peaked at $417K in Q4 2023.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Clarity Asset Management's 13F filing for Q1 2026, filed 5 May 2026.