SS
FSMD icon

Sunbelt Securities’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Sunbelt Securities’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
Q1 		$55.5K Sell
1,240
-14
-1% -$642 ﹤0.01% 992
2025
Q4 		$55.3K Sell
1,254
-9,246
-88% -$405K ﹤0.01% 970
2025
Q3 		$462K Buy
10,500
+10,486
+74,900% +$451K 0.03% 408
2025
Q2 		$576 Sell
14
-1,240
-99% -$48.9K ﹤0.01% 1701
2025
Q1 		$49.1K Buy
1,254
+1,240
+8,857% +$50.9K ﹤0.01% 915
2024
Q4 		$576 Hold
14
– – ﹤0.01% 1706
2024
Q3 		$580 Hold
14
– – ﹤0.01% 1734
2024
Q2 		$528 Hold
14
– – ﹤0.01% 1658
2024
Q1 		$544 Hold
14
– – ﹤0.01% 1621
2023
Q4 		$507 Hold
14
– – ﹤0.01% 1593
2023
Q3 		$452 Hold
14
– – ﹤0.01% 1658
2023
Q2 		$468 Buy
+14
New +$449 ﹤0.01% 1588

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return