MFG
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Merit Financial Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Merit Financial 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 		$1.18M Buy
22,243
+2,946
+15% +$146K 0.01% 1002
2026
Q1 		$863K Buy
19,297
+2,386
+14% +$109K 0.01% 1064
2025
Q4 		$746K Buy
16,911
+4,603
+37% +$202K 0.01% 1076
2025
Q3 		$542K Buy
12,308
+410
+3% +$17.6K 0.01% 1143
2025
Q2 		$493K Buy
11,898
+166
+1% +$6.54K 0.01% 1111
2025
Q1 		$459K Buy
11,732
+38
+0.3% +$1.56K 0.01% 971
2024
Q4 		$481K Buy
11,694
+33
+0.3% +$1.4K 0.01% 741
2024
Q3 		$483K Buy
11,661
+33
+0.3% +$1.31K 0.01% 564
2024
Q2 		$438K Buy
11,628
+1,588
+16% +$59.8K 0.01% 614
2024
Q1 		$377K Hold
10,040
– – 0.01% 631
2023
Q4 		$364K Buy
10,040
+1,900
+23% +$62.7K 0.01% 570
2023
Q3 		$263K Hold
8,140
– – 0.01% 627
2023
Q2 		$272K Hold
8,140
– – 0.01% 615
2023
Q1 		$263K Hold
8,140
– – 0.01% 539
2022
Q4 		$255K Buy
+8,140
New +$256K 0.01% 579

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

Merit Financial Group's FSMD Position: Q2 2026 in Review

Merit Financial Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 15% in Q2 2026, buying an estimated $146K and bringing the position to 22,243 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1002.

Merit Financial Group first reported a position in FSMD in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Merit Financial Group held 22,243 shares of Fidelity Small-Mid Multifactor ETF worth $1.18M as of Q2 2026.
  • Merit Financial Group bought 2,946 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $146K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1002 holding.
  • Merit Financial Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2022 and has held it in 15 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.