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Bay Capital Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Bay Capital 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
Q2 		$408K Buy
10,681
+920
+9% +$32.8K 0.22% 74
2026
Q1 		$312K Buy
9,761
+167
+2% +$5.47K 0.19% 85
2025
Q4 		$294K Buy
9,594
+6
+0.1% +$180 0.18% 87
2025
Q3 		$280K Sell
9,588
-2,268
-19% -$64.3K 0.18% 94
2025
Q2 		$322K Buy
+11,856
New +$302K 0.25% 84

Other funds holding FFSM

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
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Bay Capital Advisors's FFSM Position: Q2 2026 in Review

Bay Capital Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 9.4% in Q2 2026, buying an estimated $32.8K and bringing the position to 10,681 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #74.

Bay Capital Advisors first reported a position in FFSM in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Bay Capital Advisors held 10,681 shares of Fidelity Fundamental Small-Mid Cap ETF worth $408K as of Q2 2026.
  • Bay Capital Advisors bought 920 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $32.8K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.22% of Bay Capital Advisors's portfolio in Q2 2026, its #74 holding.
  • Bay Capital Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.