MEAC
FSMD icon

M.E. Allison & Co’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

M.E. Allison & Co’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 		$323K Buy
6,107
+7
+0.1% +$346 0.19% 136
2026
Q1 		$273K Buy
+6,100
New +$280K 0.18% 153

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

M.E. Allison & Co's FSMD Position: Q2 2026 in Review

M.E. Allison & Co increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.11% in Q2 2026, buying an estimated $346 and bringing the position to 6,107 shares worth $323K. The position accounts for 0.19% of the portfolio, ranked #136.

M.E. Allison & Co first reported a position in FSMD in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • M.E. Allison & Co held 6,107 shares of Fidelity Small-Mid Multifactor ETF worth $323K as of Q2 2026.
  • M.E. Allison & Co bought 7 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $346.
  • Fidelity Small-Mid Multifactor ETF made up 0.19% of M.E. Allison & Co's portfolio in Q2 2026, its #136 holding.
  • M.E. Allison & Co first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.