Raymond James Financial’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Raymond James Financial’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	$19.4M	Buy	434,130 +181,886	+72%	+$8.34M	0.01%	1495
2025 Q4	$11.1M	Sell	252,244 -10,071	-4%	-$441K	﹤0.01%	1875
2025 Q3	$11.5M	Sell	262,315 -134,787	-34%	-$5.79M	﹤0.01%	1802
2025 Q2	$16.5M	Buy	397,102 +29,184	+8%	+$1.15M	0.01%	1511
2025 Q1	$14.4M	Buy	367,918 +8,908	+2%	+$366K	0.01%	1540
2024 Q4	$14.8M	Buy	+359,010	New	+$15.2M	0.01%	1531

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial's FSMD Position: Q1 2026 in Review

Raymond James Financial increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 72% in Q1 2026, buying an estimated $8.34M and bringing the position to 434,130 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #1495.

Raymond James Financial first reported a position in FSMD in Q4 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

Raymond James Financial held 434,130 shares of Fidelity Small-Mid Multifactor ETF worth $19.4M as of Q1 2026.
Raymond James Financial bought 181,886 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $8.34M.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1495 holding.
Raymond James Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.