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 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 $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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sterling Manor Financial's FSMD Position: Q1 2026 in Review

Sterling Manor Financial reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1% in Q1 2026, selling an estimated $48.8K and leaving 105,784 shares worth $4.73M. The position accounts for 2.96% of the portfolio, ranked #15.

Sterling Manor Financial first reported a position in FSMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.32M in Q3 2024. 172 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

Sterling Manor Financial held 105,784 shares of Fidelity Small-Mid Multifactor ETF worth $4.73M as of Q1 2026.
Sterling Manor Financial sold 1,064 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $48.8K.
Fidelity Small-Mid Multifactor ETF made up 2.96% of Sterling Manor Financial's portfolio in Q1 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 8 quarters since.
Sterling Manor Financial's Fidelity Small-Mid Multifactor ETF position peaked at $8.32M in Q3 2024.
172 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.