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Great Valley Advisor Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Great Valley Advisor Group’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 		$1.81M Buy
34,170
+535
+2% +$26.5K 0.03% 428
2026
Q1 		$1.5M Sell
33,635
-346
-1% -$15.9K 0.03% 439
2025
Q4 		$1.5M Sell
33,981
-47
-0.1% -$2.06K 0.03% 404
2025
Q3 		$1.5M Buy
34,028
+359
+1% +$15.4K 0.03% 399
2025
Q2 		$1.4M Buy
33,669
+15,938
+90% +$628K 0.03% 386
2025
Q1 		$694K Buy
17,731
+1,108
+7% +$45.5K 0.01% 517
2024
Q4 		$684K Sell
16,623
-224
-1% -$9.51K 0.02% 512
2024
Q3 		$697K Hold
16,847
– – 0.02% 490
2024
Q2 		$635K Buy
16,847
+4,988
+42% +$188K 0.02% 479
2024
Q1 		$461K Buy
11,859
+278
+2% +$10.2K 0.01% 512
2023
Q4 		$420K Buy
+11,581
New +$382K 0.01% 497

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

Great Valley Advisor Group's FSMD Position: Q2 2026 in Review

Great Valley Advisor Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.6% in Q2 2026, buying an estimated $26.5K and bringing the position to 34,170 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #428.

Great Valley Advisor Group first reported a position in FSMD in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Great Valley Advisor Group held 34,170 shares of Fidelity Small-Mid Multifactor ETF worth $1.81M as of Q2 2026.
  • Great Valley Advisor Group bought 535 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $26.5K.
  • Fidelity Small-Mid Multifactor ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #428 holding.
  • Great Valley Advisor Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.