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

Wealthcare Advisory 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	$2.09M	Buy	39,609 +955	+2%	+$47.2K	0.04%	352
2026 Q1	$1.73M	Buy	38,654 +210	+0.5%	+$9.63K	0.03%	394
2025 Q4	$1.7M	Buy	38,444 +958	+3%	+$42K	0.03%	396
2025 Q3	$1.65M	Buy	37,486 +418	+1%	+$18K	0.03%	389
2025 Q2	$1.54M	Buy	+37,068	New	+$1.46M	0.04%	387

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

Wealthcare Advisory Partners's FSMD Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2.5% in Q2 2026, buying an estimated $47.2K and bringing the position to 39,609 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #352.

Wealthcare Advisory Partners first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Wealthcare Advisory Partners held 39,609 shares of Fidelity Small-Mid Multifactor ETF worth $2.09M as of Q2 2026.
Wealthcare Advisory Partners bought 955 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $47.2K.
Fidelity Small-Mid Multifactor ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #352 holding.
Wealthcare Advisory Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.