Wealth Enhancement Advisory Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Wealth Enhancement Advisory Services’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	$783K	Buy	15,175 +3,177	+26%	+$157K	﹤0.01%	2280
2026 Q1	$545K	Sell	11,998 -6,510	-35%	-$298K	﹤0.01%	2250
2025 Q4	$841K	Buy	18,508 +5,609	+43%	+$246K	﹤0.01%	2071
2025 Q3	$563K	Buy	12,899 +3,952	+44%	+$170K	﹤0.01%	2271
2025 Q2	$380K	Buy	8,947 +1,221	+16%	+$48.1K	﹤0.01%	2436
2025 Q1	$303K	Buy	+7,726	New	+$317K	﹤0.01%	2448
2024 Q3	–	Sell	-17,009	Closed	-$641K	–	2844
2024 Q2	$641K	Buy	17,009 +2,988	+21%	+$113K	﹤0.01%	1488
2024 Q1	$545K	Sell	14,021 -473	-3%	-$17.4K	﹤0.01%	1533
2023 Q4	$525K	Buy	+14,494	New	+$479K	﹤0.01%	1471

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

Wealth Enhancement Advisory Services's FSMD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 26% in Q2 2026, buying an estimated $157K and bringing the position to 15,175 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Wealth Enhancement Advisory Services first reported a position in FSMD in Q4 2023 and has held it in 9 quarters since. The position peaked at $841K in Q4 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Wealth Enhancement Advisory Services held 15,175 shares of Fidelity Small-Mid Multifactor ETF worth $783K as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,177 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $157K.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2280 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2023 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Fidelity Small-Mid Multifactor ETF position peaked at $841K in Q4 2025.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.