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Summit Financial Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Summit Financial Wealth Advisors’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 		$899K Buy
17,015
+3,544
+26% +$175K 0.12% 87
2026
Q1 		$602K Buy
13,471
+6,665
+98% +$306K 0.09% 101
2025
Q4 		$300K Buy
+6,806
New +$298K 0.04% 147

Other funds holding FSMD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors's FSMD Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 26% in Q2 2026, buying an estimated $175K and bringing the position to 17,015 shares worth $899K. The position accounts for 0.12% of the portfolio, ranked #87.

Summit Financial Wealth Advisors first reported a position in FSMD in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Summit Financial Wealth Advisors held 17,015 shares of Fidelity Small-Mid Multifactor ETF worth $899K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 3,544 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $175K.
  • Fidelity Small-Mid Multifactor ETF made up 0.12% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Summit Financial Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.