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

Aspect 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	$1.32K	Buy	+25	New	+$1.24K	﹤0.01%	545

Other funds holding FSMD

GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Bravera Wealth Bismarck, North Dakota $261M AUM

Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 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

Aspect Partners's FSMD Position: Q2 2026 in Review

Aspect Partners opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 25 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

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

Aspect Partners held 25 shares of Fidelity Small-Mid Multifactor ETF worth $1.32K as of Q2 2026.
Fidelity Small-Mid Multifactor ETF was a new Aspect Partners position in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #545 holding.
44 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.