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BFC Planning, Inc.’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

BFC Planning, Inc.’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 		– Sell
-254
Closed -$13.4K – 3521
2026
Q2 		$13.4K Buy
+254
New +$12.6K ﹤0.01% 2210
2026
Q1 		– Sell
-958
Closed -$42.3K – 3133
2025
Q4 		$42.3K Buy
+958
New +$42K ﹤0.01% 1437

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Advocacy Wealth Management Services
Advocacy Wealth Management Services Atlanta, Georgia $2.78B AUM 12.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BFC Planning, Inc.'s FSMD Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2026, closing a stake of 254 shares — an estimated $13.4K sold.

BFC Planning, Inc. first reported a position in FSMD in Q4 2025 and held it in 2 quarters. The position peaked at $42.3K in Q4 2025. 168 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • BFC Planning, Inc. reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 254 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $13.4K.
  • BFC Planning, Inc. first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and held it in 2 quarters.
  • BFC Planning, Inc.'s Fidelity Small-Mid Multifactor ETF position peaked at $42.3K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.