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
Q3 		$300K Hold
6,107
– – 0.17% 148
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

M.E. Allison & Co's FSMD Position: Q3 2026 in Review

M.E. Allison & Co held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q3 2026 at 6,107 shares worth $300K. The position accounts for 0.17% of the portfolio, ranked #148.

M.E. Allison & Co first reported a position in FSMD in Q1 2026 and has held it in 3 quarters since. The position peaked at $323K in Q2 2026. 7 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • M.E. Allison & Co held 6,107 shares of Fidelity Small-Mid Multifactor ETF worth $300K as of Q3 2026.
  • M.E. Allison & Co left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q3 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.17% of M.E. Allison & Co's portfolio in Q3 2026, its #148 holding.
  • M.E. Allison & Co first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2026 and has held it in 3 quarters since.
  • M.E. Allison & Co's Fidelity Small-Mid Multifactor ETF position peaked at $323K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.