FFA
FSMD icon

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
Q3 		$8.74M Sell
177,677
-7,193
-4% -$368K 0.06% 283
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

RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Farther Finance Advisors's FSMD Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 3.9% in Q3 2026, selling an estimated $368K and leaving 177,677 shares worth $8.74M. The position accounts for 0.06% of the portfolio, ranked #283.

Farther Finance Advisors first reported a position in FSMD in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.77M in Q2 2026. 7 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • Farther Finance Advisors held 177,677 shares of Fidelity Small-Mid Multifactor ETF worth $8.74M as of Q3 2026.
  • Farther Finance Advisors sold 7,193 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $368K.
  • Fidelity Small-Mid Multifactor ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #283 holding.
  • Farther Finance Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $9.77M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.