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Action Point Financial Planning’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Action Point Financial Planning’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87K Buy
+49
New +$1.75K ﹤0.01% 2285

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Action Point Financial Planning's FFSM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026: 49 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #2285 among its holdings.

85 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Action Point Financial Planning held 49 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.87K as of Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF was a new Action Point Financial Planning position in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2285 holding.
  • 85 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.