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FSMD icon

NewEdge Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

NewEdge Advisors’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 		$345K Buy
6,530
+6,484
+14,096% +$321K ﹤0.01% 2381
2026
Q1 		$2.06K Buy
+46
New +$2.11K ﹤0.01% 3809

Other funds holding FSMD

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's FSMD Position: Q2 2026 in Review

NewEdge Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 14,096% in Q2 2026, buying an estimated $321K and bringing the position to 6,530 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

NewEdge Advisors first reported a position in FSMD in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • NewEdge Advisors held 6,530 shares of Fidelity Small-Mid Multifactor ETF worth $345K as of Q2 2026.
  • NewEdge Advisors bought 6,484 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $321K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2381 holding.
  • NewEdge Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.