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Independent Advisor Alliance’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Independent Advisor Alliance’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 		$5.53M Buy
+123,592
New +$5.67M 0.06% 294
2025
Q1 		– Sell
-35,042
Closed -$1.44M – 998
2024
Q4 		$1.44M Buy
+35,042
New +$1.49M 0.02% 615

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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 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

Independent Advisor Alliance's FSMD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026: 123,592 shares worth $5.53M. The stake represents 0.06% of the portfolio and ranks #294 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FSMD as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FSMD in Q4 2024 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Independent Advisor Alliance held 123,592 shares of Fidelity Small-Mid Multifactor ETF worth $5.53M as of Q1 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #294 holding.
  • Independent Advisor Alliance first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.