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Principal Securities’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Principal Securities’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 		$434K Buy
8,220
+1,358
+20% +$67.2K 0.01% 1144
2026
Q1 		$307K Sell
6,862
-62
-0.9% -$2.84K ﹤0.01% 1186
2025
Q4 		$306K Buy
6,924
+268
+4% +$11.7K ﹤0.01% 1138
2025
Q3 		$293K Buy
6,656
+532
+9% +$22.9K ﹤0.01% 1128
2025
Q2 		$254K Buy
6,124
+4,314
+238% +$170K ﹤0.01% 1133
2025
Q1 		$74.5K Hold
1,810
– – ﹤0.01% 1568
2024
Q4 		$74.5K Buy
1,810
+851
+89% +$36.1K ﹤0.01% 1565
2024
Q3 		$39.7K Buy
959
+750
+359% +$29.7K ﹤0.01% 1793
2024
Q2 		$7.88K Hold
209
– – ﹤0.01% 2496
2024
Q1 		$8.12K Buy
+209
New +$7.68K ﹤0.01% 2434

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

Principal Securities's FSMD Position: Q2 2026 in Review

Principal Securities increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 20% in Q2 2026, buying an estimated $67.2K and bringing the position to 8,220 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1144.

Principal Securities first reported a position in FSMD in Q1 2024 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Principal Securities held 8,220 shares of Fidelity Small-Mid Multifactor ETF worth $434K as of Q2 2026.
  • Principal Securities bought 1,358 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $67.2K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1144 holding.
  • Principal Securities first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.