AE Wealth Management
FFSM icon

AE Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

AE Wealth Management’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 		$12.3K Buy
321
+271
+542% +$9.7K ﹤0.01% 2348
2026
Q1 		$1.61K Hold
50
– – ﹤0.01% 2488
2025
Q4 		$1.55K Sell
50
-1
-2% -$30 ﹤0.01% 2358
2025
Q3 		$1.48K Buy
51
+37
+264% +$1.05K ﹤0.01% 2188
2025
Q2 		$393 Sell
14
-97
-87% -$2.48K ﹤0.01% 2110
2025
Q1 		$2.81K Sell
111
-230
-67% -$6.2K ﹤0.01% 2000
2024
Q4 		$9.17K Buy
+341
New +$9.5K ﹤0.01% 1854

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
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MAI Capital Management
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
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

AE Wealth Management's FFSM Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 542% in Q2 2026, buying an estimated $9.7K and bringing the position to 321 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

AE Wealth Management first reported a position in FFSM in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • AE Wealth Management held 321 shares of Fidelity Fundamental Small-Mid Cap ETF worth $12.3K as of Q2 2026.
  • AE Wealth Management bought 271 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $9.7K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2348 holding.
  • AE Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.