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Cassaday & Co Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Cassaday & Co Wealth Management’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 		$30.5K Buy
+578
New +$28.6K ﹤0.01% 710

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management's FSMD Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 578 shares worth $30.5K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

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

  • Cassaday & Co Wealth Management held 578 shares of Fidelity Small-Mid Multifactor ETF worth $30.5K as of Q2 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #710 holding.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.