SAG
FSMD icon

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

SageView 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 		– Sell
-536
Closed -$23.7K – 1258
2025
Q4 		$23.7K Buy
+536
New +$23.5K ﹤0.01% 1382

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SageView Advisory Group's FSMD Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026, closing a stake of 536 shares — an estimated $23.7K sold.

SageView Advisory Group first reported a position in FSMD in Q4 2025 and held it in 1 quarter. The position peaked at $23.7K in Q4 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 536 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $23.7K.
  • SageView Advisory Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Fidelity Small-Mid Multifactor ETF position peaked at $23.7K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.