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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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Dynamic Advisor Solutions's FSMD Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 16% in Q2 2026, buying an estimated $44K and bringing the position to 6,304 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #820.

Dynamic Advisor Solutions first reported a position in FSMD in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Dynamic Advisor Solutions held 6,304 shares of Fidelity Small-Mid Multifactor ETF worth $333K as of Q2 2026.
  • Dynamic Advisor Solutions bought 889 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $44K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #820 holding.
  • Dynamic Advisor Solutions first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.