Financial Services Advisory’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Financial Services Advisory’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	$7.07M	Buy	133,818 +5,039	+4%	+$249K	1.77%	16
2026 Q1	$5.76M	Buy	128,779 +2,364	+2%	+$108K	2.74%	13
2025 Q4	$5.58M	Sell	126,415 -170	-0.1%	-$7.45K	2%	13
2025 Q3	$5.57M	Buy	+126,585	New	+$5.44M	2.15%	13

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

Financial Services Advisory's FSMD Position: Q2 2026 in Review

Financial Services Advisory increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 3.9% in Q2 2026, buying an estimated $249K and bringing the position to 133,818 shares worth $7.07M. The position accounts for 1.77% of the portfolio, ranked #16.

Financial Services Advisory first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Financial Services Advisory held 133,818 shares of Fidelity Small-Mid Multifactor ETF worth $7.07M as of Q2 2026.
Financial Services Advisory bought 5,039 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $249K.
Fidelity Small-Mid Multifactor ETF made up 1.77% of Financial Services Advisory's portfolio in Q2 2026, its #16 holding.
Financial Services Advisory first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.