Aspect Partners
FSMD icon

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
Q3 		$1.23K Hold
25
– – ﹤0.01% 558
2026
Q2 		$1.32K Buy
+25
New +$1.24K ﹤0.01% 545

Other funds holding FSMD

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GEN Financial Management
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
Trademark Financial Management
Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Aspect Partners's FSMD Position: Q3 2026 in Review

Aspect Partners held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q3 2026 at 25 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Aspect Partners first reported a position in FSMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.32K in Q2 2026. 51 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • Aspect Partners held 25 shares of Fidelity Small-Mid Multifactor ETF worth $1.23K as of Q3 2026.
  • Aspect Partners left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q3 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #558 holding.
  • Aspect Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2026 and has held it in 2 quarters since.
  • Aspect Partners's Fidelity Small-Mid Multifactor ETF position peaked at $1.32K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.