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Faithward Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Faithward Advisors’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 		$4.77M Buy
90,309
+50,919
+129% +$2.52M 0.58% 47
2026
Q1 		$1.76M Buy
39,390
+14,451
+58% +$663K 0.25% 96
2025
Q4 		$1.1M Buy
24,939
+6,249
+33% +$274K 0.16% 119
2025
Q3 		$823K Buy
18,690
+4,691
+34% +$202K 0.12% 131
2025
Q2 		$581K Buy
13,999
+3,278
+31% +$129K 0.09% 150
2025
Q1 		$420K Buy
10,721
+1,874
+21% +$77K 0.07% 170
2024
Q4 		$364K Buy
8,847
+3,960
+81% +$168K 0.06% 185
2024
Q3 		$202K Buy
+4,887
New +$194K 0.04% 268

Other funds holding FSMD

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
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

Faithward Advisors's FSMD Position: Q2 2026 in Review

Faithward Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 129% in Q2 2026, buying an estimated $2.52M and bringing the position to 90,309 shares worth $4.77M. The position accounts for 0.58% of the portfolio, ranked #47.

Faithward Advisors 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.

  • Faithward Advisors held 90,309 shares of Fidelity Small-Mid Multifactor ETF worth $4.77M as of Q2 2026.
  • Faithward Advisors bought 50,919 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $2.52M.
  • Fidelity Small-Mid Multifactor ETF made up 0.58% of Faithward Advisors's portfolio in Q2 2026, its #47 holding.
  • Faithward Advisors 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 Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.