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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
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 $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

Mather Group's FSMD Position: Q1 2026 in Review

Mather Group opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026: 49 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings. This is a return to the name: Mather Group previously reported a position in FSMD as recently as Q2 2024.

Mather Group first reported a position in FSMD in Q2 2024 and has held it in 2 quarters since. The position peaked at $11.9K in Q2 2024. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Mather Group held 49 shares of Fidelity Small-Mid Multifactor ETF worth $2.17K as of Q1 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Mather Group position in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1694 holding.
  • Mather Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and has held it in 2 quarters since.
  • Mather Group's Fidelity Small-Mid Multifactor ETF position peaked at $11.9K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.