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

Urban 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	$279K	Buy	+5,276	New	+$261K	0.24%	88

Other funds holding FSMD

Commonwealth Equity Services

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Bravera Wealth Bismarck, North Dakota $261M AUM

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

Urban Wealth Management opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 5,276 shares worth $279K. The stake represents 0.24% of the portfolio and ranks #88 among its holdings.

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

Urban Wealth Management held 5,276 shares of Fidelity Small-Mid Multifactor ETF worth $279K as of Q2 2026.
Fidelity Small-Mid Multifactor ETF was a new Urban Wealth Management position in Q2 2026.
Fidelity Small-Mid Multifactor ETF made up 0.24% of Urban Wealth Management's portfolio in Q2 2026, its #88 holding.
73 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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