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

Fortitude Financial’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 Q3	$4M	Buy	81,415 +1,920	+2%	+$98.2K	1.88%	8
2026 Q2	$4.2M	Sell	79,495 -8,357	-10%	-$413K	3.78%	7
2026 Q1	$3.93M	Sell	87,852 -7,098	-7%	-$325K	2.08%	8
2025 Q4	$4.19M	Buy	+94,950	New	+$4.16M	3.56%	7
2025 Q2	–	Sell	-155,604	Closed	-$6.09M	–	37
2025 Q1	$6.09M	Buy	+155,604	New	+$6.39M	5.8%	6

Other funds holding FSMD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fortitude Financial's FSMD Position: Q3 2026 in Review

Fortitude Financial increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2.4% in Q3 2026, buying an estimated $98.2K and bringing the position to 81,415 shares worth $4M. The position accounts for 1.88% of the portfolio, ranked #8.

Fortitude Financial first reported a position in FSMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.09M in Q1 2025. 55 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Fortitude Financial held 81,415 shares of Fidelity Small-Mid Multifactor ETF worth $4M as of Q3 2026.
Fortitude Financial bought 1,920 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $98.2K.
Fidelity Small-Mid Multifactor ETF made up 1.88% of Fortitude Financial's portfolio in Q3 2026, its #8 holding.
Fortitude Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 5 quarters since.
Fortitude Financial's Fidelity Small-Mid Multifactor ETF position peaked at $6.09M in Q1 2025.
55 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Fortitude Financial's 13F filing for Q3 2026, filed 19 Oct 2026.