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Mather Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Mather Group’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 		$2.57K Hold
49
– – ﹤0.01% 1708
2026
Q1 		$2.17K Buy
+49
New +$2.25K ﹤0.01% 1694
2024
Q3 		– Sell
-305
Closed -$11.9K – 1885
2024
Q2 		$11.9K Buy
+305
New +$11.5K ﹤0.01% 1407

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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Mather Group's FSMD Position: Q2 2026 in Review

Mather Group held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 49 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Mather Group first reported a position in FSMD in Q2 2024 and has held it in 3 quarters since. The position peaked at $11.9K in Q2 2024. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Mather Group held 49 shares of Fidelity Small-Mid Multifactor ETF worth $2.57K as of Q2 2026.
  • Mather Group left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1708 holding.
  • Mather Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and has held it in 3 quarters since.
  • Mather Group's Fidelity Small-Mid Multifactor ETF position peaked at $11.9K in Q2 2024.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.