Commonwealth Equity Services
FSMD icon

Commonwealth Equity Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Commonwealth Equity Services’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 		$148M Buy
3,300,116
+248,103
+8% +$11.4M 0.21% 88
2025
Q4 		$135M Buy
3,052,013
+480,484
+19% +$21.1M 0.18% 105
2025
Q3 		$113M Buy
2,571,529
+363,253
+16% +$15.6M 0.15% 129
2025
Q2 		$91.6M Buy
2,208,276
+377,640
+21% +$14.9M 0.12% 168
2025
Q1 		$71.7M Buy
1,830,636
+79,780
+5% +$3.28M 0.1% 193
2024
Q4 		$72.1M Buy
1,750,856
+274,256
+19% +$11.6M 0.11% 181
2024
Q3 		$61.1M Buy
1,476,600
+297,662
+25% +$11.8M 0.09% 210
2024
Q2 		$44.4M Buy
1,178,938
+133,373
+13% +$5.02M 0.07% 254
2024
Q1 		$40.6M Buy
1,045,565
+123,224
+13% +$4.53M 0.07% 276
2023
Q4 		$33.4M Buy
922,341
+118,816
+15% +$3.92M 0.06% 303
2023
Q3 		$25.9M Buy
803,525
+81,661
+11% +$2.74M 0.05% 325
2023
Q2 		$24.1M Buy
721,864
+57,874
+9% +$1.86M 0.05% 361
2023
Q1 		$21.4K Buy
663,990
+13,900
+2% +$454K 0.05% 381
2022
Q4 		$20.4M Buy
650,090
+246,285
+61% +$7.74M 0.05% 370
2022
Q3 		$11.6M Buy
403,805
+125,371
+45% +$3.94M 0.03% 520
2022
Q2 		$8.27M Sell
278,434
-127,278
-31% -$4.07M 0.02% 663
2022
Q1 		$13.9M Buy
405,712
+195,084
+93% +$6.66M 0.03% 482
2021
Q4 		$7.54M Buy
210,628
+53,314
+34% +$1.87M 0.02% 723
2021
Q3 		$5.26M Buy
157,314
+83,182
+112% +$2.82M 0.01% 846
2021
Q2 		$2.51M Buy
74,132
+20,997
+40% +$709K 0.01% 1275
2021
Q1 		$1.73M Buy
53,135
+11,236
+27% +$352K ﹤0.01% 1426
2020
Q4 		$1.2M Buy
41,899
+5,152
+14% +$137K ﹤0.01% 1544
2020
Q3 		$872K Buy
36,747
+1,429
+4% +$34.2K ﹤0.01% 1572
2020
Q2 		$807K Buy
+35,318
New +$758K ﹤0.01% 1555

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services's FSMD Position: Q1 2026 in Review

Commonwealth Equity Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 8.1% in Q1 2026, buying an estimated $11.4M and bringing the position to 3,300,116 shares worth $148M. The position accounts for 0.21% of the portfolio, ranked #88.

Commonwealth Equity Services first reported a position in FSMD in Q2 2020 and has held it in 24 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Commonwealth Equity Services held 3,300,116 shares of Fidelity Small-Mid Multifactor ETF worth $148M as of Q1 2026.
  • Commonwealth Equity Services bought 248,103 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $11.4M.
  • Fidelity Small-Mid Multifactor ETF made up 0.21% of Commonwealth Equity Services's portfolio in Q1 2026, its #88 holding.
  • Commonwealth Equity Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2020 and has held it in 24 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.