Appleton Partners’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Appleton Partners’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	$8.77M	Buy	+166,023	New	+$8.21M	0.54%	55

Other funds holding FSMD

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Appleton Partners's FSMD Position: Q2 2026 in Review

Appleton Partners opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 166,023 shares worth $8.77M. The stake represents 0.54% of the portfolio and ranks #55 among its holdings.

32 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Appleton Partners held 166,023 shares of Fidelity Small-Mid Multifactor ETF worth $8.77M as of Q2 2026.
Fidelity Small-Mid Multifactor ETF was a new Appleton Partners position in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up 0.54% of Appleton Partners's portfolio in Q2 2026, its #55 holding.
32 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.