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Hoxton Planning & Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Hoxton Planning & 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
2025
Q4 		– Sell
-4,910
Closed -$216K – 225
2025
Q3 		$216K Hold
4,910
– – 0.07% 203
2025
Q2 		$204K Buy
+4,910
New +$194K 0.07% 200

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 22.9% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hoxton Planning & Management's FSMD Position: Q4 2025 in Review

Hoxton Planning & Management sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2025, closing a stake of 4,910 shares — an estimated $216K sold.

Hoxton Planning & Management first reported a position in FSMD in Q2 2025 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 161 funds tracked by Wall St. Rank hold FSMD as of Q4 2025.

  • Hoxton Planning & Management reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 4,910 Fidelity Small-Mid Multifactor ETF shares in Q4 2025, an estimated $216K.
  • Hoxton Planning & Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and held it in 2 quarters.
  • Hoxton Planning & Management's Fidelity Small-Mid Multifactor ETF position peaked at $216K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2025.

Based on Hoxton Planning & Management's 13F filing for Q4 2025, filed 11 Feb 2026.