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

Semmax Financial Advisors’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
2025
Q2 		$5.19K Hold
124
– – ﹤0.01% 295
2025
Q1 		$4.89K Buy
+124
New +$5.09K ﹤0.01% 275

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Semmax Financial Advisors's FSMD Position: Q2 2025 in Review

Semmax Financial Advisors held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2025 at 124 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Semmax Financial Advisors first reported a position in FSMD in Q1 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

  • Semmax Financial Advisors held 124 shares of Fidelity Small-Mid Multifactor ETF worth $5.19K as of Q2 2025.
  • Semmax Financial Advisors left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2025.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #295 holding.
  • Semmax Financial Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.