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Twin Peaks Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$24.5K Buy
+547
New +$25.1K 0.01% 644
2025
Q3 		– Sell
-543
Closed -$23.2K – 887
2025
Q2 		$23.2K Buy
+543
New +$21.4K 0.01% 554

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's FSMD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q1 2026: 547 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FSMD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FSMD in Q2 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 547 shares of Fidelity Small-Mid Multifactor ETF worth $24.5K as of Q1 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #644 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.