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Laurel Wealth Planning’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Laurel Wealth Planning’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 		$4.16M Buy
92,930
+40,735
+78% +$1.87M 2.19% 19
2025
Q4 		$2.3M Buy
52,195
+5,503
+12% +$241K 1.28% 25
2025
Q3 		$2.05M Sell
46,692
-3,106
-6% -$133K 1.09% 29
2025
Q2 		$2.07M Buy
49,798
+5,212
+12% +$205K 1.17% 27
2025
Q1 		$1.75M Buy
+44,586
New +$1.83M 1.16% 27

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 $71.6B AUM 21.08% 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 $8.94B AUM 20.84% 1-Year Est. Return

Laurel Wealth Planning's FSMD Position: Q1 2026 in Review

Laurel Wealth Planning increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 78% in Q1 2026, buying an estimated $1.87M and bringing the position to 92,930 shares worth $4.16M. The position accounts for 2.19% of the portfolio, ranked #19.

Laurel Wealth Planning first reported a position in FSMD in Q1 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Laurel Wealth Planning held 92,930 shares of Fidelity Small-Mid Multifactor ETF worth $4.16M as of Q1 2026.
  • Laurel Wealth Planning bought 40,735 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $1.87M.
  • Fidelity Small-Mid Multifactor ETF made up 2.19% of Laurel Wealth Planning's portfolio in Q1 2026, its #19 holding.
  • Laurel Wealth Planning first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.