Sterling Manor Financial’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Sterling Manor Financial’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 Q3	$5.01M	Buy	+101,813	New	+$5.21M	2.9%	15
2026 Q1	$4.73M	Sell	105,784 -1,064	-1%	-$48.8K	2.96%	15
2025 Q4	$4.72M	Sell	106,848 -1,956	-2%	-$85.7K	2.94%	14
2025 Q3	$4.79M	Sell	108,804 -2,824	-3%	-$121K	3.02%	14
2025 Q2	$4.63M	Sell	111,628 -2,898	-3%	-$114K	3.09%	14
2025 Q1	$4.48M	Sell	114,526 -85,501	-43%	-$3.51M	3.2%	14
2024 Q4	$8.24M	Sell	200,027 -1,014	-0.5%	-$43.1K	5.74%	8
2024 Q3	$8.32M	Buy	201,041 +13,059	+7%	+$518K	5.64%	9
2024 Q2	$7.08M	Buy	+187,982	New	+$7.08M	5.39%	8

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Sterling Manor Financial's FSMD Position: Q3 2026 in Review

Sterling Manor Financial opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2026: 101,813 shares worth $5.01M. The stake represents 2.9% of the portfolio and ranks #15 among its holdings. This is a return to the name: Sterling Manor Financial previously reported a position in FSMD as recently as Q1 2026.

Sterling Manor Financial first reported a position in FSMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.32M in Q3 2024. 129 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Sterling Manor Financial held 101,813 shares of Fidelity Small-Mid Multifactor ETF worth $5.01M as of Q3 2026.
Fidelity Small-Mid Multifactor ETF was a new Sterling Manor Financial position in Q3 2026.
Fidelity Small-Mid Multifactor ETF made up 2.9% of Sterling Manor Financial's portfolio in Q3 2026, its #15 holding.
Sterling Manor Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and has held it in 9 quarters since.
Sterling Manor Financial's Fidelity Small-Mid Multifactor ETF position peaked at $8.32M in Q3 2024.
129 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Sterling Manor Financial's 13F filing for Q3 2026, filed 21 Oct 2026.