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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
Q2 		– Sell
-155
Closed -$6.94K – 502
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 $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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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

Howe & Rusling's FSMD Position: Q2 2026 in Review

Howe & Rusling sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026, closing a stake of 155 shares — an estimated $6.94K sold.

Howe & Rusling first reported a position in FSMD in Q2 2025 and held it in 3 quarters. The position peaked at $6.94K in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Howe & Rusling reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2026 after selling out during the quarter.
  • Howe & Rusling sold 155 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $6.94K.
  • Howe & Rusling first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and held it in 3 quarters.
  • Howe & Rusling's Fidelity Small-Mid Multifactor ETF position peaked at $6.94K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.