Root Financial Partners
FSMD icon

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

Root Financial 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
Q3 		$89.2K Buy
+1,814
New +$92.8K ﹤0.01% 790
2026
Q2 		– Sell
-774
Closed -$34.6K – 1445
2026
Q1 		$34.6K Buy
774
+160
+26% +$7.34K ﹤0.01% 1036
2025
Q4 		$27.1K Hold
614
– – ﹤0.01% 1010
2025
Q3 		$27K Buy
+614
New +$26.4K ﹤0.01% 957

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Advocacy Wealth Management Services
Advocacy Wealth Management Services Atlanta, Georgia $2.78B AUM 12.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Root Financial Partners's FSMD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q3 2026: 1,814 shares worth $89.2K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FSMD as recently as Q1 2026.

Root Financial Partners first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

  • Root Financial Partners held 1,814 shares of Fidelity Small-Mid Multifactor ETF worth $89.2K as of Q3 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #790 holding.
  • Root Financial Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.