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FSMD icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return