Hicks Capital Management
FSMD icon

Hicks Capital Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Hicks Capital Management’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 		$1.55M Hold
29,341
– – 1.27% 21
2026
Q2 		$1.55M Sell
29,341
-1,068
-4% -$52.8K 1.27% 21
2026
Q1 		$1.36M Buy
30,409
+993
+3% +$45.5K 1.36% 18
2025
Q4 		$1.3M Buy
29,416
+4,078
+16% +$179K 1.31% 17
2025
Q3 		$1.12M Buy
+25,338
New +$1.09M 1.82% 15

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
GEN Financial Management
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return

Hicks Capital Management's FSMD Position: Q3 2026 in Review

Hicks Capital Management held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q3 2026 at 29,341 shares worth $1.55M. The position accounts for 1.27% of the portfolio, ranked #21.

Hicks Capital Management first reported a position in FSMD in Q3 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • Hicks Capital Management held 29,341 shares of Fidelity Small-Mid Multifactor ETF worth $1.55M as of Q3 2026.
  • Hicks Capital Management left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q3 2026.
  • Fidelity Small-Mid Multifactor ETF made up 1.27% of Hicks Capital Management's portfolio in Q3 2026, its #21 holding.
  • Hicks Capital Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 5 quarters since.
  • 106 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Hicks Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.