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

Mosley 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
Q2 		$1.74K Buy
+33
New +$1.63K ﹤0.01% 508

Other funds holding FSMD

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return

Mosley Wealth Management's FSMD Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 33 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings.

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

  • Mosley Wealth Management held 33 shares of Fidelity Small-Mid Multifactor ETF worth $1.74K as of Q2 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Mosley Wealth Management position in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #508 holding.
  • 108 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.