&Partners’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

&Partners’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	$3.24M	Buy	61,151 +10,588	+21%	+$524K	0.01%	776
2026 Q1	$2.29M	Buy	50,563 +4,726	+10%	+$217K	0.01%	843
2025 Q4	$2.02M	Buy	45,837 +5,096	+13%	+$223K	0.01%	853
2025 Q3	$1.79M	Buy	40,741 +8,400	+26%	+$361K	0.01%	808
2025 Q2	$1.34M	Buy	32,341 +25,214	+354%	+$994K	0.01%	848
2025 Q1	$277K	Buy	7,127 +286	+4%	+$11.7K	﹤0.01%	1447
2024 Q4	$284K	Buy	+6,841	New	+$291K	﹤0.01%	1364

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

&Partners's FSMD Position: Q2 2026 in Review

&Partners increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 21% in Q2 2026, buying an estimated $524K and bringing the position to 61,151 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #776.

&Partners 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.

&Partners held 61,151 shares of Fidelity Small-Mid Multifactor ETF worth $3.24M as of Q2 2026.
&Partners bought 10,588 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $524K.
Fidelity Small-Mid Multifactor ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #776 holding.
&Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.