Acumen Wealth Advisors
FFSM icon

Acumen Wealth Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Acumen Wealth Advisors’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
Q3 		$16M Buy
474,294
+76,909
+19% +$2.81M 2.94% 11
2026
Q2 		$15.2M Buy
+397,385
New +$14.2M 3.22% 9

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return
Gaddis Premier Wealth Advisors
Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Greenwood Capital Associates
Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Acumen Wealth Advisors's FFSM Position: Q3 2026 in Review

Acumen Wealth Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 19% in Q3 2026, buying an estimated $2.81M and bringing the position to 474,294 shares worth $16M. The position accounts for 2.94% of the portfolio, ranked #11.

Acumen Wealth Advisors first reported a position in FFSM in Q2 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

  • Acumen Wealth Advisors held 474,294 shares of Fidelity Fundamental Small-Mid Cap ETF worth $16M as of Q3 2026.
  • Acumen Wealth Advisors bought 76,909 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $2.81M.
  • Fidelity Fundamental Small-Mid Cap ETF made up 2.94% of Acumen Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Acumen Wealth Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Acumen Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.