Retirement Planning Group (Kansas)’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Retirement Planning Group (Kansas)’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	$294M	Buy	5,565,941 +400,546	+8%	+$19.8M	7.47%	3
2026 Q1	$231M	Buy	5,165,395 +1,144,782	+28%	+$52.5M	7.16%	3
2025 Q4	$177M	Buy	4,020,613 +216,879	+6%	+$9.51M	5.83%	4
2025 Q3	$167M	Buy	3,803,734 +252,240	+7%	+$10.8M	5.81%	4
2025 Q2	$147M	Buy	3,551,494 +73,441	+2%	+$2.9M	6.27%	4
2025 Q1	$136M	Buy	3,478,053 +895,658	+35%	+$36.8M	6.39%	4
2024 Q4	$106M	Buy	2,582,395 +288,260	+13%	+$12.2M	5.35%	6
2024 Q3	$95M	Buy	2,294,135 +177,629	+8%	+$7.04M	5.17%	6
2024 Q2	$79.7M	Buy	+2,116,506	New	+$79.7M	5.07%	7

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FSMD Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 7.8% in Q2 2026, buying an estimated $19.8M and bringing the position to 5,565,941 shares worth $294M. The position accounts for 7.47% of the portfolio, ranked #3.

Retirement Planning Group (Kansas) first reported a position in FSMD in Q2 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Retirement Planning Group (Kansas) held 5,565,941 shares of Fidelity Small-Mid Multifactor ETF worth $294M as of Q2 2026.
Retirement Planning Group (Kansas) bought 400,546 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $19.8M.
Fidelity Small-Mid Multifactor ETF made up 7.47% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #3 holding.
Retirement Planning Group (Kansas) first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.