Loading…
Loading…
Farther Finance Advisors LLC raised its holdings in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 194,891 shares of the company's stock after purchasing an additional 14,173 shares during the period. Farther
GEN Financial Management INC. acquired a new position in Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 298,664 shares of the company's stock, valued at approximately $13,180,000. Fidelity Small-Mid Multifactor ETF comprises approximately 8.3%
Global Financial Private Client LLC raised its position in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD) by 73.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 28,056 shares of the company's stock after purchasing an additional 11,855 shares during the
Osaic Holdings Inc. boosted its position in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD) by 26.5% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 236,855 shares of the company's stock after purchasing an additional 49,661 shares during the period. Osaic
Advocacy Wealth Management Services LLC trimmed its stake in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD) by 4.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 686,805 shares of the company's stock after selling 32,642 shares during the quarter. Fidelity
Fidelity Small-Mid Multifactor ETF offers diversified exposure to 602 U.S. small- and mid-cap stocks, emphasizing value, quality, momentum, and low volatility. FSMD has outperformed the S&P SmallCap 600 since inception, delivering higher returns with lower risk metrics. The ETF demonstrates growth characteristics, strong dividend growth, low volatility and a low expense ratio, making it a reasonable choice for small-cap allocation.
FSMD offers diversified small- and mid-cap exposure with a multi-factor approach, emphasizing valuation, quality, momentum, and low volatility. The fund trades at an attractive discount to benchmarks and peers, while maintaining profitability and a defensive sector tilt. FSMD has outperformed the S&P MidCap 400 and most peers over 5 years, with lower volatility and a strong Sharpe ratio.
Fidelity Small-Mid Multifactor ETF invests in small and mid-cap U.S. stocks with value, quality, momentum, and low volatility. FSMD is highly diversified across nearly 600 stocks, with a focus on industrials and financials, and has growth characteristics. FSMD has outperformed the S&P SmallCap 600 Index and several small-cap multi-factor ETFs.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for FSMD and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.