LPL Financial
FSMD icon

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

LPL Financial’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 		$54.5M Buy
1,218,653
+118,770
+11% +$5.45M 0.01% 874
2025
Q4 		$48.5M Buy
1,099,883
+86,762
+9% +$3.8M 0.01% 889
2025
Q3 		$44.6M Buy
1,013,121
+167,743
+20% +$7.21M 0.01% 902
2025
Q2 		$35.1M Buy
845,378
+224,588
+36% +$8.85M 0.01% 939
2025
Q1 		$24.3M Buy
620,790
+265,301
+75% +$10.9M 0.01% 1036
2024
Q4 		$14.6M Buy
355,489
+232,426
+189% +$9.87M 0.01% 1267
2024
Q3 		$5.09M Buy
123,063
+32,346
+36% +$1.28M ﹤0.01% 1975
2024
Q2 		$3.42M Buy
90,717
+23,965
+36% +$903K ﹤0.01% 2156
2024
Q1 		$2.59M Buy
66,752
+30,865
+86% +$1.13M ﹤0.01% 2305
2023
Q4 		$1.3M Buy
35,887
+10,750
+43% +$355K ﹤0.01% 2818
2023
Q3 		$811K Buy
25,137
+2,756
+12% +$92.6K ﹤0.01% 3075
2023
Q2 		$748K Buy
22,381
+4,566
+26% +$146K ﹤0.01% 3107
2023
Q1 		$575K Sell
17,815
-9,246
-34% -$302K ﹤0.01% 3210
2022
Q4 		$848K Buy
27,061
+702
+3% +$22.1K ﹤0.01% 2773
2022
Q3 		$757K Buy
26,359
+620
+2% +$19.5K ﹤0.01% 2758
2022
Q2 		$765K Sell
25,739
-16,977
-40% -$543K ﹤0.01% 2822
2022
Q1 		$1.46M Buy
+42,716
New +$1.46M ﹤0.01% 2300

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 $79.5B AUM 27.1% 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
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 $9.98B AUM 26.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial's FSMD Position: Q1 2026 in Review

LPL Financial increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 11% in Q1 2026, buying an estimated $5.45M and bringing the position to 1,218,653 shares worth $54.5M. The position accounts for 0.01% of the portfolio, ranked #874.

LPL Financial first reported a position in FSMD in Q1 2022 and has held it in 17 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • LPL Financial held 1,218,653 shares of Fidelity Small-Mid Multifactor ETF worth $54.5M as of Q1 2026.
  • LPL Financial bought 118,770 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $5.45M.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #874 holding.
  • LPL Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2022 and has held it in 17 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.