Creative Planning
FSMD icon

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

Creative Planning’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 		$687K Buy
15,354
+4,556
+42% +$209K ﹤0.01% 2772
2025
Q4 		$477K Sell
10,798
-121
-1% -$5.3K ﹤0.01% 2884
2025
Q3 		$481K Buy
+10,919
New +$469K ﹤0.01% 2760
2025
Q1 		– Sell
-5,905
Closed -$243K – 3562
2024
Q4 		$243K Buy
+5,905
New +$251K ﹤0.01% 2830

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

Creative Planning's FSMD Position: Q1 2026 in Review

Creative Planning increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 42% in Q1 2026, buying an estimated $209K and bringing the position to 15,354 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Creative Planning first reported a position in FSMD in Q4 2024 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Creative Planning held 15,354 shares of Fidelity Small-Mid Multifactor ETF worth $687K as of Q1 2026.
  • Creative Planning bought 4,556 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $209K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2772 holding.
  • Creative Planning first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.