Jones Financial Companies
FSMD icon

Jones Financial Companies’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Jones Financial Companies’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 		$105 Sell
2
-90
-98% -$4.45K ﹤0.01% 4883
2026
Q1 		$4.04K Buy
+92
New +$4.22K ﹤0.01% 3925
2025
Q3 		– Sell
-562
Closed -$23.3K – 4285
2025
Q2 		$23.3K Buy
+562
New +$22.2K ﹤0.01% 2528

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

Jones Financial Companies's FSMD Position: Q2 2026 in Review

Jones Financial Companies reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 98% in Q2 2026, selling an estimated $4.45K and leaving 2 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #4883.

Jones Financial Companies first reported a position in FSMD in Q2 2025 and has held it in 3 quarters since. The position peaked at $23.3K in Q2 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Jones Financial Companies held 2 shares of Fidelity Small-Mid Multifactor ETF worth $105 as of Q2 2026.
  • Jones Financial Companies sold 90 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $4.45K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4883 holding.
  • Jones Financial Companies first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Fidelity Small-Mid Multifactor ETF position peaked at $23.3K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.