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Kestra Investment Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Kestra Investment 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
2026
Q2 		$76.1M Buy
1,439,993
+209,405
+17% +$10.4M 1.47% 19
2026
Q1 		$55M Sell
1,230,588
-26,695
-2% -$1.22M 0.95% 30
2025
Q4 		$55.5M Buy
+1,257,283
New +$55.1M 1.36% 21
2025
Q1 		– Sell
-1,293
Closed -$53.2K – 1091
2024
Q4 		$53.2K Buy
+1,293
New +$54.9K ﹤0.01% 518

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kestra Investment Management's FSMD Position: Q2 2026 in Review

Kestra Investment Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 17% in Q2 2026, buying an estimated $10.4M and bringing the position to 1,439,993 shares worth $76.1M. The position accounts for 1.47% of the portfolio, ranked #19.

Kestra Investment Management first reported a position in FSMD in Q4 2024 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Kestra Investment Management held 1,439,993 shares of Fidelity Small-Mid Multifactor ETF worth $76.1M as of Q2 2026.
  • Kestra Investment Management bought 209,405 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $10.4M.
  • Fidelity Small-Mid Multifactor ETF made up 1.47% of Kestra Investment Management's portfolio in Q2 2026, its #19 holding.
  • Kestra Investment Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.