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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.3M Buy
247,254
+24,991
+11% +$1.04M 0.01% 871
2025
Q1
$8.7M Sell
222,263
-37,151
-14% -$1.45M 0.01% 901
2024
Q4
$10.7M Buy
259,414
+254,060
+4,745% +$10.5M 0.01% 825
2024
Q3
$222K Sell
5,354
-96
-2% -$3.97K ﹤0.01% 3107
2024
Q2
$205K Buy
+5,450
New +$205K ﹤0.01% 3103
2023
Q3
Sell
-25,353
Closed -$848K 3332
2023
Q2
$848K Buy
+25,353
New +$848K ﹤0.01% 2181