Creative Financial Designs’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Creative Financial Designs’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	$51.9K	Buy	982 +3	+0.3%	+$148	﹤0.01%	999
2026 Q1	$43.8K	Buy	979 +4	+0.4%	+$183	﹤0.01%	939
2025 Q4	$43K	Buy	975 +721	+284%	+$31.6K	﹤0.01%	915
2025 Q3	$11.2K	Buy	254 +1	+0.4%	+$43	﹤0.01%	1337
2025 Q2	$10.5K	Hold	253	–	–	﹤0.01%	1330
2025 Q1	$9.89K	Buy	253 +1	+0.4%	+$41	﹤0.01%	1308
2024 Q4	$10.4K	Buy	252 +1	+0.4%	+$42	﹤0.01%	1242
2024 Q3	$10.4K	Buy	+251	New	+$9.95K	﹤0.01%	1192

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Creative Financial Designs's FSMD Position: Q2 2026 in Review

Creative Financial Designs increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.31% in Q2 2026, buying an estimated $148 and bringing the position to 982 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Creative Financial Designs first reported a position in FSMD in Q3 2024 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Creative Financial Designs held 982 shares of Fidelity Small-Mid Multifactor ETF worth $51.9K as of Q2 2026.
Creative Financial Designs bought 3 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $148.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #999 holding.
Creative Financial Designs first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.