Equitable Holdings’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Equitable Holdings’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	$1.77M	Buy	33,431 +3,852	+13%	+$190K	0.01%	787
2026 Q1	$1.31M	Sell	29,579 -7,911	-21%	-$363K	0.01%	884
2025 Q4	$1.65M	Buy	37,490 +228	+0.6%	+$9.99K	0.01%	704
2025 Q3	$1.64M	Buy	37,262 +2,357	+7%	+$101K	0.01%	679
2025 Q2	$1.45M	Buy	34,905 +10,259	+42%	+$404K	0.01%	685
2025 Q1	$965K	Buy	24,646 +6,178	+33%	+$254K	0.01%	722
2024 Q4	$760K	Buy	18,468 +11,764	+175%	+$500K	0.01%	751
2024 Q3	$278K	Buy	+6,704	New	+$266K	﹤0.01%	1068

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

Equitable Holdings's FSMD Position: Q2 2026 in Review

Equitable Holdings increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 13% in Q2 2026, buying an estimated $190K and bringing the position to 33,431 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #787.

Equitable Holdings first reported a position in FSMD in Q3 2024 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Equitable Holdings held 33,431 shares of Fidelity Small-Mid Multifactor ETF worth $1.77M as of Q2 2026.
Equitable Holdings bought 3,852 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $190K.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #787 holding.
Equitable Holdings first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.