Provident Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Provident Wealth Management’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	$5.87M	Sell	119,308 -44,188	-27%	-$2.26M	2.08%	10
2026 Q2	$8.64M	Sell	163,496 -1,153	-0.7%	-$57K	2.22%	10
2026 Q1	$7.36M	Sell	164,649 -1,549	-0.9%	-$71K	2.23%	10
2025 Q4	$7.33M	Buy	166,198 +3,459	+2%	+$152K	2.17%	9
2025 Q3	$7.16M	Buy	162,739 +1,502	+0.9%	+$64.5K	2.17%	9
2025 Q2	$6.69M	Buy	161,237 +195	+0.1%	+$7.69K	2.19%	9
2025 Q1	$6.31M	Buy	161,042 +7,201	+5%	+$296K	2.17%	8
2024 Q4	$6.33M	Buy	+153,841	New	+$6.53M	2.11%	10

Other funds holding FSMD

RPGK

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

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

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return

Provident Wealth Management's FSMD Position: Q3 2026 in Review

Provident Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 27% in Q3 2026, selling an estimated $2.26M and leaving 119,308 shares worth $5.87M. The position accounts for 2.08% of the portfolio, ranked #10.

Provident Wealth Management first reported a position in FSMD in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.64M in Q2 2026. 73 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Provident Wealth Management held 119,308 shares of Fidelity Small-Mid Multifactor ETF worth $5.87M as of Q3 2026.
Provident Wealth Management sold 44,188 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $2.26M.
Fidelity Small-Mid Multifactor ETF made up 2.08% of Provident Wealth Management's portfolio in Q3 2026, its #10 holding.
Provident Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 8 quarters since.
Provident Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $8.64M in Q2 2026.
73 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.