NMG
FSMD icon

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

New Millennium 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
2025
Q4 		$1.66M Sell
37,536
-613
-2% -$26.9K 0.72% 31
2025
Q3 		$1.68M Buy
+38,149
New +$1.64M 0.77% 31

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

New Millennium Group's FSMD Position: Q4 2025 in Review

New Millennium Group reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.6% in Q4 2025, selling an estimated $26.9K and leaving 37,536 shares worth $1.66M. The position accounts for 0.72% of the portfolio, ranked #31.

New Millennium Group first reported a position in FSMD in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.68M in Q3 2025. 161 funds tracked by Wall St. Rank hold FSMD as of Q4 2025.

  • New Millennium Group held 37,536 shares of Fidelity Small-Mid Multifactor ETF worth $1.66M as of Q4 2025.
  • New Millennium Group sold 613 Fidelity Small-Mid Multifactor ETF shares in Q4 2025, an estimated $26.9K.
  • Fidelity Small-Mid Multifactor ETF made up 0.72% of New Millennium Group's portfolio in Q4 2025, its #31 holding.
  • New Millennium Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 2 quarters since.
  • New Millennium Group's Fidelity Small-Mid Multifactor ETF position peaked at $1.68M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.