Foundations Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Buy	30,272 +10,860	+56%	+$450K	0.02%	379
2025 Q1	$760K	Buy	19,412 +14,380	+286%	+$563K	0.01%	467
2024 Q4	$207K	Buy	+5,032	New	+$207K	﹤0.01%	795