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

Novem 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 Q3	$2.81M	Sell	57,090 -606	-1%	-$31K	0.28%	81
2026 Q2	$3.05M	Sell	57,696 -512	-0.9%	-$25.3K	0.31%	79
2026 Q1	$2.6M	Sell	58,208 -144,714	-71%	-$6.64M	0.3%	74
2025 Q4	$8.95M	Buy	202,922 +1,524	+0.8%	+$66.8K	1.03%	22
2025 Q3	$8.86M	Buy	201,398 +33,773	+20%	+$1.45M	1.04%	22
2025 Q2	$6.95M	Buy	+167,625	New	+$6.61M	0.88%	24

Other funds holding FSMD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

RWM

Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Novem Group's FSMD Position: Q3 2026 in Review

Novem Group reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.1% in Q3 2026, selling an estimated $31K and leaving 57,090 shares worth $2.81M. The position accounts for 0.28% of the portfolio, ranked #81.

Novem Group first reported a position in FSMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.95M in Q4 2025. 28 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Novem Group held 57,090 shares of Fidelity Small-Mid Multifactor ETF worth $2.81M as of Q3 2026.
Novem Group sold 606 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $31K.
Fidelity Small-Mid Multifactor ETF made up 0.28% of Novem Group's portfolio in Q3 2026, its #81 holding.
Novem Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 6 quarters since.
Novem Group's Fidelity Small-Mid Multifactor ETF position peaked at $8.95M in Q4 2025.
28 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.