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Holistic Planning’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Holistic Planning’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
2025
Q3 		– Sell
-5,358
Closed -$222K – 236
2025
Q2 		$222K Sell
5,358
-607
-10% -$23.9K 0.06% 203
2025
Q1 		$234K Hold
5,965
– – 0.08% 171
2024
Q4 		$246K Buy
+5,965
New +$253K 0.09% 148

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Holistic Planning's FSMD Position: Q3 2025 in Review

Holistic Planning sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2025, closing a stake of 5,358 shares — an estimated $222K sold.

Holistic Planning first reported a position in FSMD in Q4 2024 and held it in 3 quarters. The position peaked at $246K in Q4 2024. 147 funds tracked by Wall St. Rank hold FSMD as of Q3 2025.

  • Holistic Planning reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q3 2025 after selling out during the quarter.
  • Holistic Planning sold 5,358 Fidelity Small-Mid Multifactor ETF shares in Q3 2025, an estimated $222K.
  • Holistic Planning first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and held it in 3 quarters.
  • Holistic Planning's Fidelity Small-Mid Multifactor ETF position peaked at $246K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2025.

Based on Holistic Planning's 13F filing for Q3 2025, filed 4 Nov 2025.