Diversify Advisory Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Diversify Advisory 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 Q2	$758K	Buy	+14,873	New	+$735K	0.01%	733
2026 Q1	–	Sell	-14,207	Closed	-$658K	–	453
2025 Q4	$658K	Buy	14,207 +966	+7%	+$42.3K	0.02%	518
2025 Q3	$572K	Buy	13,241 +1,212	+10%	+$52.1K	0.02%	522
2025 Q2	$514K	Buy	12,029 +877	+8%	+$34.6K	0.02%	527
2025 Q1	$429K	Buy	+11,152	New	+$458K	0.03%	392

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

Diversify Advisory Services's FSMD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 14,873 shares worth $758K. The stake represents 0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FSMD as recently as Q4 2025.

Diversify Advisory Services first reported a position in FSMD in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Diversify Advisory Services held 14,873 shares of Fidelity Small-Mid Multifactor ETF worth $758K as of Q2 2026.
Fidelity Small-Mid Multifactor ETF was a new Diversify Advisory Services position in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #733 holding.
Diversify Advisory Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.