Principle Wealth Partners’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Principle Wealth Partners’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	$556K	Buy	10,520 +80	+0.8%	+$3.96K	0.03%	239
2026 Q1	$467K	Buy	10,440 +322	+3%	+$14.8K	0.03%	249
2025 Q4	$447K	Buy	10,118 +2,522	+33%	+$111K	0.03%	252
2025 Q3	$334K	Buy	7,596 +1,396	+23%	+$60K	0.02%	289
2025 Q2	$257K	Buy	+6,200	New	+$244K	0.02%	331

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Principle Wealth Partners's FSMD Position: Q2 2026 in Review

Principle Wealth Partners increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.77% in Q2 2026, buying an estimated $3.96K and bringing the position to 10,520 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #239.

Principle Wealth Partners first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Principle Wealth Partners held 10,520 shares of Fidelity Small-Mid Multifactor ETF worth $556K as of Q2 2026.
Principle Wealth Partners bought 80 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $3.96K.
Fidelity Small-Mid Multifactor ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #239 holding.
Principle Wealth Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.