SWGC
FSMD icon

Summit Wealth Group (Colorado)’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q3 		– Sell
-8,263
Closed -$343K – 336
2025
Q2 		$343K Buy
+8,263
New +$326K 0.09% 166

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FSMD Position: Q3 2025 in Review

Summit Wealth Group (Colorado) sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2025, closing a stake of 8,263 shares — an estimated $343K sold.

Summit Wealth Group (Colorado) first reported a position in FSMD in Q2 2025 and held it in 1 quarter. The position peaked at $343K in Q2 2025. 147 funds tracked by Wall St. Rank hold FSMD as of Q3 2025.

  • Summit Wealth Group (Colorado) reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,263 Fidelity Small-Mid Multifactor ETF shares in Q3 2025, an estimated $343K.
  • Summit Wealth Group (Colorado) first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Fidelity Small-Mid Multifactor ETF position peaked at $343K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2025, filed 14 Nov 2025.