United Capital Financial Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

United Capital Financial 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 Q2	$446K	Sell	8,429 -1,276	-13%	-$63.1K	﹤0.01%	1180
2026 Q1	$433K	Buy	9,705 +469	+5%	+$21.5K	﹤0.01%	1134
2025 Q4	$408K	Hold	9,236	–	–	﹤0.01%	1049
2025 Q3	$406K	Buy	9,236 +1,102	+14%	+$47.4K	﹤0.01%	927
2025 Q2	$337K	Sell	8,134 -10	-0.1%	-$394	﹤0.01%	890
2025 Q1	$319K	Buy	+8,144	New	+$334K	﹤0.01%	873

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

United Capital Financial Advisors's FSMD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 13% in Q2 2026, selling an estimated $63.1K and leaving 8,429 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

United Capital Financial Advisors first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

United Capital Financial Advisors held 8,429 shares of Fidelity Small-Mid Multifactor ETF worth $446K as of Q2 2026.
United Capital Financial Advisors sold 1,276 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $63.1K.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1180 holding.
United Capital Financial Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.