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Silver Oak Securities’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Silver Oak Securities’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
-8,263
Closed -$369K – 815
2025
Q4 		$369K Sell
8,263
-114
-1% -$5K 0.02% 558
2025
Q3 		$369K Buy
8,377
+156
+2% +$6.7K 0.03% 514
2025
Q2 		$341K Sell
8,221
-294
-3% -$11.6K 0.03% 508
2025
Q1 		$330K Buy
8,515
+1,179
+16% +$48.4K 0.03% 481
2024
Q4 		$302K Buy
7,336
+667
+10% +$28.3K 0.03% 500
2024
Q3 		$275K Buy
+6,669
New +$264K 0.03% 440

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

Silver Oak Securities's FSMD Position: Q1 2026 in Review

Silver Oak Securities sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026, closing a stake of 8,263 shares — an estimated $369K sold.

Silver Oak Securities first reported a position in FSMD in Q3 2024 and held it in 6 quarters. The position peaked at $369K in Q4 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Silver Oak Securities reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 8,263 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $369K.
  • Silver Oak Securities first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and held it in 6 quarters.
  • Silver Oak Securities's Fidelity Small-Mid Multifactor ETF position peaked at $369K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.