Avantax Advisory Services’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Avantax Advisory Services’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	$1.57M	Buy	57,683 +32,266	+127%	+$823K	0.01%	920
2025 Q1	$642K	Buy	+25,417	New	+$685K	﹤0.01%	1353

Other funds holding FFSM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's FFSM Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 127% in Q2 2025, buying an estimated $823K and bringing the position to 57,683 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #920.

Avantax Advisory Services first reported a position in FFSM in Q1 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FFSM as of Q2 2025.

Avantax Advisory Services held 57,683 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.57M as of Q2 2025.
Avantax Advisory Services bought 32,266 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2025, an estimated $823K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #920 holding.
Avantax Advisory Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and has held it in 2 quarters since.
46 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.