Thrivent Financial for Lutherans
FSMD icon

Thrivent Financial for Lutherans’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Thrivent Financial for Lutherans’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 		$3.88M Buy
+73,474
New +$3.63M 0.01% 1118
2025
Q4 		– Sell
-79,565
Closed -$3.5M – 2592
2025
Q3 		$3.5M Buy
+79,565
New +$3.42M 0.01% 1007

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

Thrivent Financial for Lutherans's FSMD Position: Q2 2026 in Review

Thrivent Financial for Lutherans opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 73,474 shares worth $3.88M. The stake represents 0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: Thrivent Financial for Lutherans previously reported a position in FSMD as recently as Q3 2025.

Thrivent Financial for Lutherans first reported a position in FSMD in Q3 2025 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Thrivent Financial for Lutherans held 73,474 shares of Fidelity Small-Mid Multifactor ETF worth $3.88M as of Q2 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Thrivent Financial for Lutherans position in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1118 holding.
  • Thrivent Financial for Lutherans first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.