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Howe & Rusling’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Howe & Rusling’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
Q1 		$6.94K Hold
155
– – ﹤0.01% 436
2025
Q4 		$6.85K Buy
+155
New +$6.79K ﹤0.01% 438
2025
Q3 		– Sell
-155
Closed -$6.44K – 470
2025
Q2 		$6.44K Buy
+155
New +$6.11K ﹤0.01% 428

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 $3.94B 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 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Howe & Rusling's FSMD Position: Q1 2026 in Review

Howe & Rusling held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q1 2026 at 155 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Howe & Rusling first reported a position in FSMD in Q2 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Howe & Rusling held 155 shares of Fidelity Small-Mid Multifactor ETF worth $6.94K as of Q1 2026.
  • Howe & Rusling left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #436 holding.
  • Howe & Rusling first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.