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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
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

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

Provident Wealth Management's FSMD Position: Q2 2026 in Review

Provident Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.7% in Q2 2026, selling an estimated $57K and leaving 163,496 shares worth $8.64M. The position accounts for 2.22% of the portfolio, ranked #10.

Provident Wealth Management 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.

  • Provident Wealth Management held 163,496 shares of Fidelity Small-Mid Multifactor ETF worth $8.64M as of Q2 2026.
  • Provident Wealth Management sold 1,153 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $57K.
  • Fidelity Small-Mid Multifactor ETF made up 2.22% of Provident Wealth Management's portfolio in Q2 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 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.