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SHP Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

SHP Wealth Management’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 		$1.11M Buy
24,902
+3,766
+18% +$173K 0.08% 73
2025
Q4 		$933K Buy
+21,136
New +$926K 0.07% 86

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 $3.94B 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 22.96% 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 $5.16B 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 $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 $9.98B AUM 26.5% 1-Year Est. Return

SHP Wealth Management's FSMD Position: Q1 2026 in Review

SHP Wealth Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 18% in Q1 2026, buying an estimated $173K and bringing the position to 24,902 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #73.

SHP Wealth Management first reported a position in FSMD in Q4 2025 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • SHP Wealth Management held 24,902 shares of Fidelity Small-Mid Multifactor ETF worth $1.11M as of Q1 2026.
  • SHP Wealth Management bought 3,766 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $173K.
  • Fidelity Small-Mid Multifactor ETF made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #73 holding.
  • SHP Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.