Harbour Investments’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Harbour Investments’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	$22.1K	Hold	419	–	–	﹤0.01%	2899
2026 Q1	$18.7K	Hold	419	–	–	﹤0.01%	2928
2025 Q4	$18.5K	Hold	419	–	–	﹤0.01%	2447
2025 Q3	$18.4K	Hold	419	–	–	﹤0.01%	2389
2025 Q2	$17.4K	Buy	419 +375	+852%	+$14.8K	﹤0.01%	2295
2025 Q1	$1.72K	Hold	44	–	–	﹤0.01%	3122
2024 Q4	$1.81K	Hold	44	–	–	﹤0.01%	3043
2024 Q3	$1.82K	Sell	44 -13,305	-100%	-$527K	﹤0.01%	2947
2024 Q2	$503K	Sell	13,349 -125	-0.9%	-$4.71K	0.02%	596
2024 Q1	$524K	Sell	13,474 -310	-2%	-$11.4K	0.02%	578
2023 Q4	$499K	Buy	13,784 +616	+5%	+$20.3K	0.02%	538
2023 Q3	$425K	Buy	13,168 +9,637	+273%	+$324K	0.02%	539
2023 Q2	$118K	Buy	3,531 +3,487	+7,925%	+$112K	0.01%	987
2023 Q1	$1.42K	Buy	+44	New	+$1.44K	﹤0.01%	2626

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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

Harbour Investments's FSMD Position: Q2 2026 in Review

Harbour Investments held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 419 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2899.

Harbour Investments first reported a position in FSMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $524K in Q1 2024. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Harbour Investments held 419 shares of Fidelity Small-Mid Multifactor ETF worth $22.1K as of Q2 2026.
Harbour Investments left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2899 holding.
Harbour Investments first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2023 and has held it in 14 quarters since.
Harbour Investments's Fidelity Small-Mid Multifactor ETF position peaked at $524K in Q1 2024.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.