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Concurrent Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Concurrent Investment Advisors’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 		$1.39M Buy
26,377
+943
+4% +$46.6K 0.01% 859
2026
Q1 		$1.14M Buy
25,434
+5,614
+28% +$257K 0.01% 828
2025
Q4 		$875K Buy
19,820
+1,497
+8% +$65.6K 0.01% 893
2025
Q3 		$806K Buy
18,323
+1,062
+6% +$45.6K 0.01% 726
2025
Q2 		$716K Buy
17,261
+2,185
+14% +$86.1K 0.01% 717
2025
Q1 		$590K Buy
15,076
+4,260
+39% +$175K 0.01% 699
2024
Q4 		$445K Buy
+10,816
New +$459K 0.01% 701

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

Concurrent Investment Advisors's FSMD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 3.7% in Q2 2026, buying an estimated $46.6K and bringing the position to 26,377 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #859.

Concurrent Investment Advisors first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Concurrent Investment Advisors held 26,377 shares of Fidelity Small-Mid Multifactor ETF worth $1.39M as of Q2 2026.
  • Concurrent Investment Advisors bought 943 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $46.6K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #859 holding.
  • Concurrent Investment Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.