Global Financial Private Client’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Global Financial Private Client’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	$1.46M	Buy	29,594 +245	+0.8%	+$12.5K	0.4%	73
2026 Q2	$1.55M	Buy	29,349 +259	+0.9%	+$12.8K	0.42%	68
2026 Q1	$1.3M	Buy	29,090 +915	+3%	+$42K	0.43%	69
2025 Q4	$1.24M	Buy	28,175 +119	+0.4%	+$5.22K	0.44%	67
2025 Q3	$1.23M	Buy	28,056 +11,855	+73%	+$509K	0.44%	66
2025 Q2	$672K	Buy	+16,201	New	+$639K	0.25%	111

Other funds holding FSMD

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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Global Financial Private Client's FSMD Position: Q3 2026 in Review

Global Financial Private Client increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.83% in Q3 2026, buying an estimated $12.5K and bringing the position to 29,594 shares worth $1.46M. The position accounts for 0.4% of the portfolio, ranked #73.

Global Financial Private Client first reported a position in FSMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q2 2026. 129 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Global Financial Private Client held 29,594 shares of Fidelity Small-Mid Multifactor ETF worth $1.46M as of Q3 2026.
Global Financial Private Client bought 245 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $12.5K.
Fidelity Small-Mid Multifactor ETF made up 0.4% of Global Financial Private Client's portfolio in Q3 2026, its #73 holding.
Global Financial Private Client first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 6 quarters since.
Global Financial Private Client's Fidelity Small-Mid Multifactor ETF position peaked at $1.55M in Q2 2026.
129 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.