Fidelity Investments
FSMD icon

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

Fidelity Investments’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 		$851M Sell
16,109,104
-754,958
-4% -$37.3M 0.04% 367
2026
Q1 		$754M Buy
16,864,062
+683,525
+4% +$31.3M 0.04% 376
2025
Q4 		$714M Buy
16,180,537
+125,904
+0.8% +$5.52M 0.04% 388
2025
Q3 		$707M Sell
16,054,633
-524,236
-3% -$22.5M 0.04% 392
2025
Q2 		$688M Buy
16,578,869
+7,516,038
+83% +$296M 0.04% 382
2025
Q1 		$355M Buy
9,062,831
+9,059,713
+290,562% +$372M 0.02% 585
2024
Q4 		$128K Buy
3,118
+1,276
+69% +$54.2K ﹤0.01% 3443
2024
Q3 		$76.3K Buy
1,842
+1,029
+127% +$40.8K ﹤0.01% 3587
2024
Q2 		$30.6K Sell
813
-37
-4% -$1.39K ﹤0.01% 3864
2024
Q1 		$33K Sell
850
-1,306
-61% -$48K ﹤0.01% 3787
2023
Q4 		$78.1K Buy
2,156
+1,474
+216% +$48.7K ﹤0.01% 3314
2023
Q3 		$22K Buy
682
+681
+68,100% +$22.9K ﹤0.01% 3757
2023
Q2 		$33 Sell
1
-3
-75% -$96 ﹤0.01% 5082
2023
Q1 		$129 Buy
+4
New +$131 ﹤0.01% 4879
2022
Q2 		– Sell
-1
Closed – – 5125
2022
Q1 		$0 Hold
1
– – ﹤0.01% 5156
2021
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 4557
2021
Q3 		– Sell
-25
Closed -$1K – 4588
2021
Q2 		$1K Buy
+25
New +$844 ﹤0.01% 4030
2020
Q2 		– Sell
-1
Closed – – 3788
2020
Q1 		$0 Hold
1
– – ﹤0.01% 3835
2019
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 3938

Other funds holding FSMD

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fidelity Investments's FSMD Position: Q2 2026 in Review

Fidelity Investments reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 4.5% in Q2 2026, selling an estimated $37.3M and leaving 16,109,104 shares worth $851M. The position accounts for 0.04% of the portfolio, ranked #367.

Fidelity Investments first reported a position in FSMD in Q4 2019 and has held it in 19 quarters since. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Fidelity Investments held 16,109,104 shares of Fidelity Small-Mid Multifactor ETF worth $851M as of Q2 2026.
  • Fidelity Investments sold 754,958 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $37.3M.
  • Fidelity Small-Mid Multifactor ETF made up 0.04% of Fidelity Investments's portfolio in Q2 2026, its #367 holding.
  • Fidelity Investments first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2019 and has held it in 19 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.