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

IFP 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 		$1.83M Buy
34,667
+1,147
+3% +$56.7K 0.03% 515
2026
Q1 		$1.5M Buy
33,520
+1,916
+6% +$87.8K 0.03% 548
2025
Q4 		$1.39M Buy
31,604
+29,358
+1,307% +$1.29M 0.03% 533
2025
Q3 		$98.8K Buy
2,246
+1,102
+96% +$47.4K ﹤0.01% 1688
2025
Q2 		$47.4K Buy
1,144
+616
+117% +$24.3K ﹤0.01% 2076
2025
Q1 		$20.7K Buy
528
+466
+752% +$19.1K ﹤0.01% 2274
2024
Q4 		$2.57K Hold
62
– – ﹤0.01% 3007
2024
Q3 		$2.58K Buy
+62
New +$2.46K ﹤0.01% 2854
2023
Q4 		– Sell
-683
Closed -$22K – 3151
2023
Q3 		$22K Sell
683
-38,073
-98% -$1.28M ﹤0.01% 1894
2023
Q2 		$1.3M Sell
38,756
-51,902
-57% -$1.66M 0.05% 356
2023
Q1 		$2.26M Buy
90,658
+90,076
+15,477% +$2.94M 0.1% 207
2022
Q4 		$15K Buy
582
+432
+288% +$13.6K ﹤0.01% 3106
2022
Q3 		$4K Buy
150
+26
+21% +$817 ﹤0.01% 4121
2022
Q2 		$3K Hold
124
– – ﹤0.01% 3988
2022
Q1 		$3K Buy
+124
New +$4.23K ﹤0.01% 3988

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

IFP Advisors's FSMD Position: Q2 2026 in Review

IFP Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 3.4% in Q2 2026, buying an estimated $56.7K and bringing the position to 34,667 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #515.

IFP Advisors first reported a position in FSMD in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q1 2023. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • IFP Advisors held 34,667 shares of Fidelity Small-Mid Multifactor ETF worth $1.83M as of Q2 2026.
  • IFP Advisors bought 1,147 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $56.7K.
  • Fidelity Small-Mid Multifactor ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #515 holding.
  • IFP Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2022 and has held it in 15 quarters since.
  • IFP Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $2.26M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.