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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BW
Bravera Wealth Bismarck, North Dakota $261M AUM

Root Financial Partners's FSMD Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026, closing a stake of 774 shares — an estimated $34.6K sold.

Root Financial Partners first reported a position in FSMD in Q3 2025 and held it in 3 quarters. The position peaked at $34.6K in Q1 2026. 63 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 774 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $34.6K.
  • Root Financial Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fidelity Small-Mid Multifactor ETF position peaked at $34.6K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.