SM
FSMD icon

Sweeney & Michel’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Sweeney & Michel’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 		$578K Sell
11,028
-469
-4% -$23.2K 0.15% 87
2026
Q1 		$549K Buy
11,497
+44
+0.4% +$2.02K 0.16% 82
2025
Q4 		$542K Sell
11,453
-165
-1% -$7.23K 0.16% 86
2025
Q3 		$492K Buy
11,618
+833
+8% +$35.8K 0.17% 85
2025
Q2 		$453K Sell
10,785
-15
-0.1% -$591 0.16% 92
2025
Q1 		$374K Buy
+10,800
New +$444K 0.16% 91

Other funds holding FSMD

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Sweeney & Michel's FSMD Position: Q2 2026 in Review

Sweeney & Michel reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 4.1% in Q2 2026, selling an estimated $23.2K and leaving 11,028 shares worth $578K. The position accounts for 0.15% of the portfolio, ranked #87.

Sweeney & Michel first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Sweeney & Michel held 11,028 shares of Fidelity Small-Mid Multifactor ETF worth $578K as of Q2 2026.
  • Sweeney & Michel sold 469 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $23.2K.
  • Fidelity Small-Mid Multifactor ETF made up 0.15% of Sweeney & Michel's portfolio in Q2 2026, its #87 holding.
  • Sweeney & Michel first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.