PWM
FSMD icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Provident Wealth Management's FSMD Position: Q1 2026 in Review

Provident Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.93% in Q1 2026, selling an estimated $71K and leaving 164,649 shares worth $7.36M. The position accounts for 2.23% of the portfolio, ranked #10.

Provident Wealth Management first reported a position in FSMD in Q4 2024 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Provident Wealth Management held 164,649 shares of Fidelity Small-Mid Multifactor ETF worth $7.36M as of Q1 2026.
  • Provident Wealth Management sold 1,549 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $71K.
  • Fidelity Small-Mid Multifactor ETF made up 2.23% of Provident Wealth Management's portfolio in Q1 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 6 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.