EP Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

EP Wealth Advisors’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	$229K	Buy	+4,342	New	+$215K	﹤0.01%	1445

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

EP Wealth Advisors's FSMD Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 4,342 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings.

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

EP Wealth Advisors held 4,342 shares of Fidelity Small-Mid Multifactor ETF worth $229K as of Q2 2026.
Fidelity Small-Mid Multifactor ETF was a new EP Wealth Advisors position in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1445 holding.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.