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

Foundations Investment 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	$828K	Buy	15,672 +5,427	+53%	+$268K	0.01%	624
2026 Q1	$458K	Sell	10,245 -26,965	-72%	-$1.24M	0.01%	745
2025 Q4	$1.64M	Buy	37,210 +3,038	+9%	+$133K	0.02%	393
2025 Q3	$1.5M	Buy	34,172 +3,900	+13%	+$168K	0.02%	372
2025 Q2	$1.26M	Buy	30,272 +10,860	+56%	+$428K	0.02%	379
2025 Q1	$760K	Buy	19,412 +14,380	+286%	+$591K	0.01%	467
2024 Q4	$207K	Buy	+5,032	New	+$214K	﹤0.01%	796

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Foundations Investment Advisors's FSMD Position: Q2 2026 in Review

Foundations Investment Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 53% in Q2 2026, buying an estimated $268K and bringing the position to 15,672 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #624.

Foundations Investment Advisors first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Foundations Investment Advisors held 15,672 shares of Fidelity Small-Mid Multifactor ETF worth $828K as of Q2 2026.
Foundations Investment Advisors bought 5,427 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $268K.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #624 holding.
Foundations Investment Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
Foundations Investment Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $1.64M in Q4 2025.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.