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Wealthspire Advisors (New York)’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,787
Closed -$123K – 1715
2025
Q3 		$123K Buy
+2,787
New +$120K ﹤0.01% 950

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 $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s FSMD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2025, closing a stake of 2,787 shares — an estimated $123K sold.

Wealthspire Advisors (New York) first reported a position in FSMD in Q3 2025 and held it in 1 quarter. The position peaked at $123K in Q3 2025. 161 funds tracked by Wall St. Rank hold FSMD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,787 Fidelity Small-Mid Multifactor ETF shares in Q4 2025, an estimated $123K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity Small-Mid Multifactor ETF position peaked at $123K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.