CA
FSMD icon

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

CoreCap 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
Q3 		$718K Buy
14,604
+1,630
+13% +$83.4K 0.02% 466
2026
Q2 		$686K Buy
12,974
+1,049
+9% +$51.9K 0.02% 469
2026
Q1 		$533K Buy
11,925
+882
+8% +$40.4K 0.02% 498
2025
Q4 		$487K Buy
11,043
+488
+5% +$21.4K 0.02% 512
2025
Q3 		$465K Buy
10,555
+2,859
+37% +$123K 0.02% 542
2025
Q2 		$319K Buy
7,696
+1,046
+16% +$41.2K 0.01% 612
2025
Q1 		$260K Buy
+6,650
New +$273K 0.01% 618

Other funds holding FSMD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors's FSMD Position: Q3 2026 in Review

CoreCap Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 13% in Q3 2026, buying an estimated $83.4K and bringing the position to 14,604 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #466.

CoreCap Advisors first reported a position in FSMD in Q1 2025 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • CoreCap Advisors held 14,604 shares of Fidelity Small-Mid Multifactor ETF worth $718K as of Q3 2026.
  • CoreCap Advisors bought 1,630 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $83.4K.
  • Fidelity Small-Mid Multifactor ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #466 holding.
  • CoreCap Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.