Trademark Financial Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Trademark Financial Management’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	$4.53M	Buy	85,635 +22,332	+35%	+$1.1M	1.85%	15
2026 Q1	$2.83M	Buy	63,303 +20,248	+47%	+$928K	1.39%	20
2025 Q4	$1.9M	Buy	43,055 +29,272	+212%	+$1.28M	1.05%	27
2025 Q3	$607K	Buy	13,783 +5,577	+68%	+$240K	0.35%	53
2025 Q2	$340K	Sell	8,206 -41,499	-83%	-$1.64M	0.21%	69
2025 Q1	$1.95M	Sell	49,705 -3,894	-7%	-$160K	1.49%	21
2024 Q4	$2.21M	Buy	53,599 +23,214	+76%	+$986K	1.75%	18
2024 Q3	$1.26M	Sell	30,385 -4,886	-14%	-$194K	1%	25
2024 Q2	$1.33M	Buy	35,271 +900	+3%	+$33.9K	1.08%	20
2024 Q1	$1.34M	Buy	34,371 +28,550	+490%	+$1.05M	1.11%	21
2023 Q4	$211K	Buy	+5,821	New	+$192K	0.15%	86

Other funds holding FSMD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Bravera Wealth Bismarck, North Dakota $261M AUM

Trademark Financial Management's FSMD Position: Q2 2026 in Review

Trademark Financial Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 35% in Q2 2026, buying an estimated $1.1M and bringing the position to 85,635 shares worth $4.53M. The position accounts for 1.85% of the portfolio, ranked #15.

Trademark Financial Management first reported a position in FSMD in Q4 2023 and has held it in 11 quarters since. 73 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Trademark Financial Management held 85,635 shares of Fidelity Small-Mid Multifactor ETF worth $4.53M as of Q2 2026.
Trademark Financial Management bought 22,332 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $1.1M.
Fidelity Small-Mid Multifactor ETF made up 1.85% of Trademark Financial Management's portfolio in Q2 2026, its #15 holding.
Trademark Financial Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
73 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.