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 Q1	$1.61K	Hold	50	–	–	﹤0.01%	2488
2025 Q4	$1.55K	Sell	50 -1	-2%	-$30	﹤0.01%	2358
2025 Q3	$1.49K	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	+$9.54K	﹤0.01%	1854

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $119M AUM

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

AE Wealth Management's FFSM Position: Q1 2026 in Review

AE Wealth Management held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q1 2026 at 50 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

AE Wealth Management first reported a position in FFSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.17K in Q4 2024. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

AE Wealth Management held 50 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.61K as of Q1 2026.
AE Wealth Management left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q1 2026.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2488 holding.
AE Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $9.17K in Q4 2024.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.