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FSMD icon

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

Roxbury 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
Q2 		$1.26M Buy
23,776
+1,386
+6% +$68.5K 0.99% 25
2026
Q1 		$1M Buy
22,390
+415
+2% +$19K 0.9% 32
2025
Q4 		$970K Buy
21,975
+1,985
+10% +$87K 0.87% 32
2025
Q3 		$880K Buy
19,990
+96
+0.5% +$4.13K 0.81% 33
2025
Q2 		$825K Sell
19,894
-1,650
-8% -$65K 0.8% 35
2025
Q1 		$882K Buy
21,544
+1,503
+7% +$61.7K 0.86% 36
2024
Q4 		$895K Buy
+20,041
New +$851K 0.86% 36

Other funds holding FSMD

GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BW
Bravera Wealth Bismarck, North Dakota $261M AUM
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Roxbury Financial's FSMD Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 6.2% in Q2 2026, buying an estimated $68.5K and bringing the position to 23,776 shares worth $1.26M. The position accounts for 0.99% of the portfolio, ranked #25.

Roxbury Financial first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Roxbury Financial held 23,776 shares of Fidelity Small-Mid Multifactor ETF worth $1.26M as of Q2 2026.
  • Roxbury Financial bought 1,386 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $68.5K.
  • Fidelity Small-Mid Multifactor ETF made up 0.99% of Roxbury Financial's portfolio in Q2 2026, its #25 holding.
  • Roxbury Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • 44 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.