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Foster Victor Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Foster Victor Wealth 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
Q2 		$492K Hold
9,600
– – 0.03% 180
2026
Q1 		$460K Hold
9,600
– – 0.03% 171
2025
Q4 		$444K Sell
9,600
-1,070
-10% -$46.9K 0.03% 167
2025
Q3 		$471K Buy
+10,670
New +$459K 0.03% 153

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

Foster Victor Wealth Advisors's FSMD Position: Q2 2026 in Review

Foster Victor Wealth Advisors held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 9,600 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #180.

Foster Victor Wealth Advisors 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.

  • Foster Victor Wealth Advisors held 9,600 shares of Fidelity Small-Mid Multifactor ETF worth $492K as of Q2 2026.
  • Foster Victor Wealth Advisors left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Foster Victor Wealth Advisors 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 Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.