Toth Financial Advisory
FSMD icon

Toth Financial Advisory’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Toth Financial Advisory’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
Q3 		$31.7K Hold
645
– – ﹤0.01% 442
2026
Q2 		$34.1K Hold
645
– – ﹤0.01% 433
2026
Q1 		$28.8K Hold
645
– – ﹤0.01% 433
2025
Q4 		$28.5K Buy
+645
New +$28.3K ﹤0.01% 429

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
GEN Financial Management
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Toth Financial Advisory's FSMD Position: Q3 2026 in Review

Toth Financial Advisory held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q3 2026 at 645 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Toth Financial Advisory first reported a position in FSMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.1K in Q2 2026. 47 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • Toth Financial Advisory held 645 shares of Fidelity Small-Mid Multifactor ETF worth $31.7K as of Q3 2026.
  • Toth Financial Advisory left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q3 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #442 holding.
  • Toth Financial Advisory first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Fidelity Small-Mid Multifactor ETF position peaked at $34.1K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.