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

Private 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	$1.33M	Buy	25,255 +9,538	+61%	+$472K	0.01%	1216
2026 Q1	$703K	Buy	15,717 +1,004	+7%	+$46K	﹤0.01%	1651
2025 Q4	$649K	Sell	14,713 -4,706	-24%	-$206K	﹤0.01%	1678
2025 Q3	$855K	Buy	19,419 +3,641	+23%	+$156K	﹤0.01%	1459
2025 Q2	$654K	Sell	15,778 -2,891	-15%	-$114K	﹤0.01%	1543
2025 Q1	$731K	Buy	18,669 +12,653	+210%	+$520K	﹤0.01%	1410
2024 Q4	$248K	Buy	+6,016	New	+$256K	﹤0.01%	1974

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

Private Advisor Group's FSMD Position: Q2 2026 in Review

Private Advisor Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 61% in Q2 2026, buying an estimated $472K and bringing the position to 25,255 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1216.

Private Advisor Group first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Private Advisor Group held 25,255 shares of Fidelity Small-Mid Multifactor ETF worth $1.33M as of Q2 2026.
Private Advisor Group bought 9,538 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $472K.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1216 holding.
Private Advisor Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.