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Rehmann Capital Advisory Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Rehmann Capital Advisory 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
Q1 		$758K Hold
16,961
– – 0.04% 298
2025
Q4 		$748K Hold
16,961
– – 0.04% 304
2025
Q3 		$746K Buy
+16,961
New +$729K 0.04% 293
2025
Q2 		– Sell
-16,961
Closed -$664K – 625
2025
Q1 		$664K Hold
16,961
– – 0.04% 296
2024
Q4 		$698K Hold
16,961
– – 0.04% 270
2024
Q3 		$702K Sell
16,961
-3,566
-17% -$141K 0.05% 269
2024
Q2 		$773K Hold
20,527
– – 0.06% 246
2024
Q1 		$798K Sell
20,527
-258
-1% -$9.48K 0.06% 231
2023
Q4 		$753K Sell
20,785
-11,240
-35% -$371K 0.06% 232
2023
Q3 		$1.03M Hold
32,025
– – 0.1% 164
2023
Q2 		$1.07M Sell
32,025
-4,239
-12% -$136K 0.1% 175
2023
Q1 		$1.17M Sell
36,264
-93
-0.3% -$3.04K 0.11% 157
2022
Q4 		$1.14M Hold
36,357
– – 0.12% 155
2022
Q3 		$1.04M Buy
36,357
+147
+0.4% +$4.62K 0.12% 154
2022
Q2 		$1.08M Sell
36,210
-34
-0.1% -$1.09K 0.12% 152
2022
Q1 		$1.24M Buy
36,244
+34
+0.1% +$1.16K 0.12% 151
2021
Q4 		$1.3M Sell
36,210
-33
-0.1% -$1.16K 0.12% 150
2021
Q3 		$1.21M Buy
36,243
+8
+0% +$271 0.11% 154
2021
Q2 		$1.23M Buy
36,235
+25
+0.1% +$844 0.12% 145
2021
Q1 		$1.18M Buy
36,210
+153
+0.4% +$4.79K 0.12% 144
2020
Q4 		$1.03M Sell
36,057
-95
-0.3% -$2.53K 0.12% 148
2020
Q3 		$858K Hold
36,152
– – 0.11% 163
2020
Q2 		$827K Buy
36,152
+876
+2% +$18.8K 0.11% 159
2020
Q1 		$665K Buy
+35,276
New +$863K 0.11% 161

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

Rehmann Capital Advisory Group's FSMD Position: Q1 2026 in Review

Rehmann Capital Advisory Group held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q1 2026 at 16,961 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #298.

Rehmann Capital Advisory Group first reported a position in FSMD in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q4 2021. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Rehmann Capital Advisory Group held 16,961 shares of Fidelity Small-Mid Multifactor ETF worth $758K as of Q1 2026.
  • Rehmann Capital Advisory Group left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #298 holding.
  • Rehmann Capital Advisory Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2020 and has held it in 24 quarters since.
  • Rehmann Capital Advisory Group's Fidelity Small-Mid Multifactor ETF position peaked at $1.3M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.