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
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 $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return