Kestra Private Wealth Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Kestra Private Wealth Services’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	$4.54M	Buy	85,829 +3,836	+5%	+$190K	0.05%	366
2026 Q1	$3.67M	Buy	81,993 +5,745	+8%	+$263K	0.05%	397
2025 Q4	$3.36M	Buy	76,248 +18,862	+33%	+$827K	0.04%	393
2025 Q3	$2.53M	Buy	57,386 +2,234	+4%	+$96K	0.03%	461
2025 Q2	$2.29M	Buy	55,152 +1,284	+2%	+$50.6K	0.03%	461
2025 Q1	$2.11M	Buy	53,868 +24,683	+85%	+$1.01M	0.04%	445
2024 Q4	$1.2M	Buy	29,185 +14,726	+102%	+$625K	0.02%	581
2024 Q3	$599K	Buy	+14,459	New	+$573K	0.01%	813

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Kestra Private Wealth Services's FSMD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 4.7% in Q2 2026, buying an estimated $190K and bringing the position to 85,829 shares worth $4.54M. The position accounts for 0.05% of the portfolio, ranked #366.

Kestra Private Wealth Services first reported a position in FSMD in Q3 2024 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Kestra Private Wealth Services held 85,829 shares of Fidelity Small-Mid Multifactor ETF worth $4.54M as of Q2 2026.
Kestra Private Wealth Services bought 3,836 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $190K.
Fidelity Small-Mid Multifactor ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #366 holding.
Kestra Private Wealth Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.