SWMG
FSMD icon

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

Signature Wealth Management 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 		$251K Buy
+5,616
New +$257K 0.1% 118

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 22.96% 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

Signature Wealth Management Group's FSMD Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026: 5,616 shares worth $251K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings.

171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Signature Wealth Management Group held 5,616 shares of Fidelity Small-Mid Multifactor ETF worth $251K as of Q1 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Signature Wealth Management Group position in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.1% of Signature Wealth Management Group's portfolio in Q1 2026, its #118 holding.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.