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Allworth Financial’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Allworth Financial’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
2025
Q2 		– Sell
-47
Closed -$1.14K – 4685
2025
Q1 		$1.14K Buy
+47
New +$1.27K ﹤0.01% 3425

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Allworth Financial's FFSM Position: Q2 2025 in Review

Allworth Financial sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2025, closing a stake of 47 shares — an estimated $1.14K sold.

Allworth Financial first reported a position in FFSM in Q1 2025 and held it in 1 quarter. The position peaked at $1.14K in Q1 2025. 46 funds tracked by Wall St. Rank hold FFSM as of Q2 2025.

  • Allworth Financial reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 47 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2025, an estimated $1.14K.
  • Allworth Financial first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Allworth Financial's Fidelity Fundamental Small-Mid Cap ETF position peaked at $1.14K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.