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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Bravera Wealth Bismarck, North Dakota $261M AUM

Global Financial Private Client's FSMD Position: Q2 2026 in Review

Global Financial Private Client increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.89% in Q2 2026, buying an estimated $12.8K and bringing the position to 29,349 shares worth $1.55M. The position accounts for 0.42% of the portfolio, ranked #68.

Global Financial Private Client first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Global Financial Private Client held 29,349 shares of Fidelity Small-Mid Multifactor ETF worth $1.55M as of Q2 2026.
Global Financial Private Client bought 259 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $12.8K.
Fidelity Small-Mid Multifactor ETF made up 0.42% of Global Financial Private Client's portfolio in Q2 2026, its #68 holding.
Global Financial Private Client first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
73 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.