KSWA
FSMD icon

Kathleen S. Wright Associates’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$5.54K Buy
+126
New +$5.42K ﹤0.01% 223

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Kathleen S. Wright Associates's FSMD Position: Q3 2025 in Review

Kathleen S. Wright Associates opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2025: 126 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #223 among its holdings.

147 funds tracked by Wall St. Rank hold FSMD as of Q3 2025.

  • Kathleen S. Wright Associates held 126 shares of Fidelity Small-Mid Multifactor ETF worth $5.54K as of Q3 2025.
  • Fidelity Small-Mid Multifactor ETF was a new Kathleen S. Wright Associates position in Q3 2025.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #223 holding.
  • 147 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.