HighTower Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

HighTower Advisors’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	$373K	Sell	7,066 -155	-2%	-$7.67K	﹤0.01%	3010
2026 Q1	$323K	Sell	7,221 -2,070	-22%	-$94.9K	﹤0.01%	3106
2025 Q4	$410K	Buy	9,291 +2,688	+41%	+$118K	﹤0.01%	2790
2025 Q3	$291K	Buy	6,603 +1,042	+19%	+$44.8K	﹤0.01%	3068
2025 Q2	$231K	Sell	5,561 -17	-0.3%	-$670	﹤0.01%	3160
2025 Q1	$218K	Hold	5,578	–	–	﹤0.01%	3114
2024 Q4	$230K	Buy	+5,578	New	+$237K	﹤0.01%	3096

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

HighTower Advisors's FSMD Position: Q2 2026 in Review

HighTower Advisors reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2.1% in Q2 2026, selling an estimated $7.67K and leaving 7,066 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

HighTower Advisors first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q4 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

HighTower Advisors held 7,066 shares of Fidelity Small-Mid Multifactor ETF worth $373K as of Q2 2026.
HighTower Advisors sold 155 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $7.67K.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3010 holding.
HighTower Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
HighTower Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $410K in Q4 2025.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.