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Portfolio Resources Advisor Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Portfolio Resources Advisor 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 		$115K Hold
2,168
– – 0.1% 92
2026
Q1 		$97K Buy
2,168
+1,064
+96% +$48.8K 0.1% 85
2025
Q4 		$48.7K Buy
+1,104
New +$48.4K 0.05% 97

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

Portfolio Resources Advisor Group's FSMD Position: Q2 2026 in Review

Portfolio Resources Advisor Group held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 2,168 shares worth $115K. The position accounts for 0.1% of the portfolio, ranked #92.

Portfolio Resources Advisor Group first reported a position in FSMD in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Portfolio Resources Advisor Group held 2,168 shares of Fidelity Small-Mid Multifactor ETF worth $115K as of Q2 2026.
  • Portfolio Resources Advisor Group left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.1% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #92 holding.
  • Portfolio Resources Advisor Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.