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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.29M	Buy	55,152 +1,284	+2%	+$53.2K	0.03%	461
2025 Q1	$2.11M	Buy	53,868 +24,683	+85%	+$967K	0.04%	445
2024 Q4	$1.2M	Buy	29,185 +14,726	+102%	+$606K	0.02%	581
2024 Q3	$599K	Buy	+14,459	New	+$599K	0.01%	813