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Steward Partners Investment Advisory’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$10.6M Sell
200,971
-1,812
-0.9% -$89.6K 0.05% 331
2026
Q1 		$9.07M Sell
202,783
-757
-0.4% -$34.7K 0.05% 352
2025
Q4 		$8.98M Buy
203,540
+3,096
+2% +$136K 0.05% 320
2025
Q3 		$8.82M Sell
200,444
-1,266
-0.6% -$54.4K 0.05% 316
2025
Q2 		$8.36M Sell
201,710
-3,612
-2% -$142K 0.07% 293
2025
Q1 		$8.04M Sell
205,322
-14,546
-7% -$597K 0.07% 283
2024
Q4 		$9.05M Sell
219,868
-296
-0.1% -$12.6K 0.08% 239
2024
Q3 		$9.11M Buy
220,164
+218,946
+17,976% +$8.68M 0.08% 236
2024
Q2 		$45.9K Buy
1,218
+68
+6% +$2.56K ﹤0.01% 2147
2024
Q1 		$44.7K Buy
+1,150
New +$42.3K ﹤0.01% 2175

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Steward Partners Investment Advisory's FSMD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.89% in Q2 2026, selling an estimated $89.6K and leaving 200,971 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #331.

Steward Partners Investment Advisory first reported a position in FSMD in Q1 2024 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Steward Partners Investment Advisory held 200,971 shares of Fidelity Small-Mid Multifactor ETF worth $10.6M as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,812 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $89.6K.
  • Fidelity Small-Mid Multifactor ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #331 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.