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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
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

GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BW
Bravera Wealth Bismarck, North Dakota $261M AUM
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Fortitude Financial's FSMD Position: Q2 2026 in Review

Fortitude Financial reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 9.5% in Q2 2026, selling an estimated $413K and leaving 79,495 shares worth $4.2M. The position accounts for 3.78% of the portfolio, ranked #7.

Fortitude Financial first reported a position in FSMD in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.09M in Q1 2025. 44 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Fortitude Financial held 79,495 shares of Fidelity Small-Mid Multifactor ETF worth $4.2M as of Q2 2026.
  • Fortitude Financial sold 8,357 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $413K.
  • Fidelity Small-Mid Multifactor ETF made up 3.78% of Fortitude Financial's portfolio in Q2 2026, its #7 holding.
  • Fortitude Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 4 quarters since.
  • Fortitude Financial's Fidelity Small-Mid Multifactor ETF position peaked at $6.09M in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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