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

Farther Finance 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	$9.77M	Sell	184,870 -10,821	-6%	-$535K	0.08%	221
2026 Q1	$8.85M	Buy	195,691 +800	+0.4%	+$36.7K	0.08%	216
2025 Q4	$8.6M	Buy	194,891 +14,173	+8%	+$621K	0.09%	187
2025 Q3	$7.95M	Buy	180,718 +113,987	+171%	+$4.9M	0.12%	143
2025 Q2	$2.77M	Buy	66,731 +32,556	+95%	+$1.28M	0.06%	283
2025 Q1	$1.34M	Buy	34,175 +9,437	+38%	+$388K	0.03%	406
2024 Q4	$1.02M	Buy	24,738 +8,840	+56%	+$375K	0.04%	365
2024 Q3	$658K	Buy	15,898 +3,914	+33%	+$155K	0.02%	485
2024 Q2	$449K	Buy	11,984 +10,765	+883%	+$405K	0.02%	515
2024 Q1	$46.9K	Buy	+1,219	New	+$44.8K	﹤0.01%	1212

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

Farther Finance Advisors's FSMD Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 5.5% in Q2 2026, selling an estimated $535K and leaving 184,870 shares worth $9.77M. The position accounts for 0.08% of the portfolio, ranked #221.

Farther Finance Advisors first reported a position in FSMD in Q1 2024 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Farther Finance Advisors held 184,870 shares of Fidelity Small-Mid Multifactor ETF worth $9.77M as of Q2 2026.
Farther Finance Advisors sold 10,821 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $535K.
Fidelity Small-Mid Multifactor ETF made up 0.08% of Farther Finance Advisors's portfolio in Q2 2026, its #221 holding.
Farther Finance Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 10 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.