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Focus Financial Network’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Focus Financial Network’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 		$900K Buy
17,034
+202
+1% +$9.99K 0.03% 366
2026
Q1 		$753K Buy
16,832
+1,468
+10% +$67.3K 0.03% 369
2025
Q4 		$678K Buy
15,364
+4,125
+37% +$181K 0.02% 387
2025
Q3 		$495K Buy
11,239
+5,262
+88% +$226K 0.02% 448
2025
Q2 		$248K Buy
+5,977
New +$236K 0.01% 629

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 22.96% 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

Focus Financial Network's FSMD Position: Q2 2026 in Review

Focus Financial Network increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.2% in Q2 2026, buying an estimated $9.99K and bringing the position to 17,034 shares worth $900K. The position accounts for 0.03% of the portfolio, ranked #366.

Focus Financial Network first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Focus Financial Network held 17,034 shares of Fidelity Small-Mid Multifactor ETF worth $900K as of Q2 2026.
  • Focus Financial Network bought 202 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $9.99K.
  • Fidelity Small-Mid Multifactor ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #366 holding.
  • Focus Financial Network first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.