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 Q3	$1.01M	Buy	20,568 +3,553	+21%	+$182K	0.13%	84
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

RPGK

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Summit Financial Wealth Advisors's FSMD Position: Q3 2026 in Review

Summit Financial Wealth Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 21% in Q3 2026, buying an estimated $182K and bringing the position to 20,568 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #84.

Summit Financial Wealth Advisors first reported a position in FSMD in Q4 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Summit Financial Wealth Advisors held 20,568 shares of Fidelity Small-Mid Multifactor ETF worth $1.01M as of Q3 2026.
Summit Financial Wealth Advisors bought 3,553 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $182K.
Fidelity Small-Mid Multifactor ETF made up 0.13% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #84 holding.
Summit Financial Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.