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Flagship Harbor Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-42
Closed -$1.87K – 1248
2025
Q4 		$1.87K Buy
+42
New +$1.84K ﹤0.01% 1864

Other funds holding FSMD

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Flagship Harbor Advisors's FSMD Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026, closing a stake of 42 shares — an estimated $1.87K sold.

Flagship Harbor Advisors first reported a position in FSMD in Q4 2025 and held it in 1 quarter. The position peaked at $1.87K in Q4 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 42 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $1.87K.
  • Flagship Harbor Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $1.87K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.