GRP
FSMD icon

Global Retirement Partners’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Global Retirement Partners’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 		$259K Buy
+4,901
New +$242K ﹤0.01% 1417
2025
Q4 		$211K Sell
4,782
-309
-6% -$13.5K ﹤0.01% 1447
2025
Q3 		$224K Buy
5,091
+19
+0.4% +$816 0.01% 1113
2025
Q2 		$210K Buy
+5,072
New +$200K 0.01% 1065
2024
Q4 		$208K Buy
5,051
+4,844
+2,340% +$206K 0.01% 934
2024
Q3 		$8.57K Hold
207
– – ﹤0.01% 2351
2024
Q2 		$7.8K Hold
207
– – ﹤0.01% 2423
2024
Q1 		$8.04K Buy
+207
New +$7.61K ﹤0.01% 2210
2023
Q4 		– Sell
-376
Closed -$11.9K – 3404
2023
Q3 		$11.9K Buy
+376
New +$12.6K ﹤0.01% 1879

Other funds holding FSMD

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
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

Global Retirement Partners's FSMD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 4,901 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FSMD as recently as Q4 2025.

Global Retirement Partners first reported a position in FSMD in Q3 2023 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Global Retirement Partners held 4,901 shares of Fidelity Small-Mid Multifactor ETF worth $259K as of Q2 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1417 holding.
  • Global Retirement Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2023 and has held it in 9 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.