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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sunbelt Securities's FSMD Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.1% in Q1 2026, selling an estimated $642 and leaving 1,240 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Sunbelt Securities first reported a position in FSMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $462K in Q3 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

Sunbelt Securities held 1,240 shares of Fidelity Small-Mid Multifactor ETF worth $55.5K as of Q1 2026.
Sunbelt Securities sold 14 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $642.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #992 holding.
Sunbelt Securities first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2023 and has held it in 12 quarters since.
Sunbelt Securities's Fidelity Small-Mid Multifactor ETF position peaked at $462K in Q3 2025.
171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.