Thoroughbred Financial Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Thoroughbred Financial Services’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	$634K	Buy	12,001 +4,123	+52%	+$204K	0.03%	373
2026 Q1	$352K	Buy	7,878 +1,435	+22%	+$65.8K	0.02%	454
2025 Q4	$284K	Sell	6,443 -6,477	-50%	-$284K	0.02%	497
2025 Q3	$568K	Buy	12,920 +1,104	+9%	+$47.4K	0.04%	357
2025 Q2	$490K	Sell	11,816 -48	-0.4%	-$1.89K	0.03%	378
2025 Q1	$464K	Hold	11,864	–	–	0.03%	436
2024 Q4	$488K	Buy	+11,864	New	+$504K	0.03%	406

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

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

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

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

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

Thoroughbred Financial Services's FSMD Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 52% in Q2 2026, buying an estimated $204K and bringing the position to 12,001 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #373.

Thoroughbred Financial Services first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Thoroughbred Financial Services held 12,001 shares of Fidelity Small-Mid Multifactor ETF worth $634K as of Q2 2026.
Thoroughbred Financial Services bought 4,123 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $204K.
Fidelity Small-Mid Multifactor ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #373 holding.
Thoroughbred Financial Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.