Dynamic Advisor Solutions
FSMD icon

Dynamic Advisor Solutions’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Dynamic Advisor Solutions’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 		$314K Buy
6,391
+87
+1% +$4.45K 0.01% 824
2026
Q2 		$333K Buy
6,304
+889
+16% +$44K 0.01% 820
2026
Q1 		$242K Sell
5,415
-66
-1% -$3.03K 0.01% 871
2025
Q4 		$242K Buy
+5,481
New +$240K 0.01% 846

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
RWM
Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return

Dynamic Advisor Solutions's FSMD Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.4% in Q3 2026, buying an estimated $4.45K and bringing the position to 6,391 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #824.

Dynamic Advisor Solutions first reported a position in FSMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $333K in Q2 2026. 38 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • Dynamic Advisor Solutions held 6,391 shares of Fidelity Small-Mid Multifactor ETF worth $314K as of Q3 2026.
  • Dynamic Advisor Solutions bought 87 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $4.45K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #824 holding.
  • Dynamic Advisor Solutions first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's Fidelity Small-Mid Multifactor ETF position peaked at $333K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.