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Money Concepts Capital’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Money Concepts Capital’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 		$1.43M Buy
31,926
+13,480
+73% +$618K 0.08% 227
2025
Q4 		$814K Buy
+18,446
New +$808K 0.05% 285

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

Money Concepts Capital's FSMD Position: Q1 2026 in Review

Money Concepts Capital increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 73% in Q1 2026, buying an estimated $618K and bringing the position to 31,926 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #227.

Money Concepts Capital first reported a position in FSMD in Q4 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Money Concepts Capital held 31,926 shares of Fidelity Small-Mid Multifactor ETF worth $1.43M as of Q1 2026.
  • Money Concepts Capital bought 13,480 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $618K.
  • Fidelity Small-Mid Multifactor ETF made up 0.08% of Money Concepts Capital's portfolio in Q1 2026, its #227 holding.
  • Money Concepts Capital first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.