Mascagni Wealth Management
FSMD icon

Mascagni Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Mascagni 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
Q3 		$1.76M Buy
35,766
+4,629
+15% +$237K 1.06% 24
2026
Q2 		$1.65M Buy
31,137
+3,310
+12% +$164K 1.02% 25
2026
Q1 		$1.24M Buy
27,827
+9,130
+49% +$419K 0.89% 36
2025
Q4 		$825K Buy
18,697
+767
+4% +$33.6K 0.62% 51
2025
Q3 		$789K Buy
+17,930
New +$770K 0.61% 49

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
GEN Financial Management
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Sterling Manor Financial
Sterling Manor Financial Saratoga Springs, New York $173M AUM
Trademark Financial Management
Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mascagni Wealth Management's FSMD Position: Q3 2026 in Review

Mascagni Wealth Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 15% in Q3 2026, buying an estimated $237K and bringing the position to 35,766 shares worth $1.76M. The position accounts for 1.06% of the portfolio, ranked #24.

Mascagni Wealth Management first reported a position in FSMD in Q3 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • Mascagni Wealth Management held 35,766 shares of Fidelity Small-Mid Multifactor ETF worth $1.76M as of Q3 2026.
  • Mascagni Wealth Management bought 4,629 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $237K.
  • Fidelity Small-Mid Multifactor ETF made up 1.06% of Mascagni Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Mascagni Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Mascagni Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.