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Gladstone Institutional Advisory’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Gladstone Institutional Advisory’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 		$1.97M Buy
+37,294
New +$1.84M 0.06% 295

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TFM
Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 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

Gladstone Institutional Advisory's FSMD Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 37,294 shares worth $1.97M. The stake represents 0.06% of the portfolio and ranks #295 among its holdings.

53 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Gladstone Institutional Advisory held 37,294 shares of Fidelity Small-Mid Multifactor ETF worth $1.97M as of Q2 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Gladstone Institutional Advisory position in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #295 holding.
  • 53 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.