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High Point Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

High Point Wealth 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
Q2 		$125K Sell
2,357
-341
-13% -$16.9K 0.1% 100
2026
Q1 		$121K Buy
2,698
+10
+0.4% +$459 0.12% 99
2025
Q4 		$119K Buy
+2,688
New +$118K 0.11% 105

Other funds holding FSMD

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return

High Point Wealth Management's FSMD Position: Q2 2026 in Review

High Point Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 13% in Q2 2026, selling an estimated $16.9K and leaving 2,357 shares worth $125K. The position accounts for 0.1% of the portfolio, ranked #100.

High Point Wealth Management first reported a position in FSMD in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • High Point Wealth Management held 2,357 shares of Fidelity Small-Mid Multifactor ETF worth $125K as of Q2 2026.
  • High Point Wealth Management sold 341 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $16.9K.
  • Fidelity Small-Mid Multifactor ETF made up 0.1% of High Point Wealth Management's portfolio in Q2 2026, its #100 holding.
  • High Point Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.