New England Private Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

New England Private Wealth Advisors’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	$290K	Buy	5,692 +18	+0.3%	+$890	0.03%	180
2026 Q1	$254K	Buy	5,674 +22	+0.4%	+$1.01K	0.03%	172
2025 Q4	$249K	Buy	5,652 +16	+0.3%	+$701	0.03%	162
2025 Q3	$248K	Buy	5,636 +21	+0.4%	+$902	0.03%	158
2025 Q2	$237K	Buy	5,615 +20	+0.4%	+$788	0.03%	143
2025 Q1	$219K	Buy	5,595 +21	+0.4%	+$862	0.03%	135
2024 Q4	$229K	Buy	+5,574	New	+$237K	0.04%	135

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

New England Private Wealth Advisors's FSMD Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.32% in Q2 2026, buying an estimated $890 and bringing the position to 5,692 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #180.

New England Private Wealth Advisors first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

New England Private Wealth Advisors held 5,692 shares of Fidelity Small-Mid Multifactor ETF worth $290K as of Q2 2026.
New England Private Wealth Advisors bought 18 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $890.
Fidelity Small-Mid Multifactor ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #180 holding.
New England Private Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.