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Eastern Bank’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Eastern Bank’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
2025
Q1 		– Sell
-4,345
Closed -$179K – 1005
2024
Q4 		$179K Buy
4,345
+2,331
+116% +$99K ﹤0.01% 376
2024
Q3 		$83.4K Buy
+2,014
New +$79.8K ﹤0.01% 491

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eastern Bank's FSMD Position: Q1 2025 in Review

Eastern Bank sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2025, closing a stake of 4,345 shares — an estimated $179K sold.

Eastern Bank first reported a position in FSMD in Q3 2024 and held it in 2 quarters. The position peaked at $179K in Q4 2024. 107 funds tracked by Wall St. Rank hold FSMD as of Q1 2025.

  • Eastern Bank reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2025 after selling out during the quarter.
  • Eastern Bank sold 4,345 Fidelity Small-Mid Multifactor ETF shares in Q1 2025, an estimated $179K.
  • Eastern Bank first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and held it in 2 quarters.
  • Eastern Bank's Fidelity Small-Mid Multifactor ETF position peaked at $179K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2025.

Based on Eastern Bank's 13F filing for Q1 2025, filed 8 May 2025.