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

Beacon Financial Advisory’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
Q4 		– Sell
-7,000
Closed -$204K – 408
2025
Q3 		$204K Buy
+7,000
New +$198K 0.05% 363

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KL
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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Beacon Financial Advisory's FFSM Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q4 2025, closing a stake of 7,000 shares — an estimated $204K sold.

Beacon Financial Advisory first reported a position in FFSM in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 62 funds tracked by Wall St. Rank hold FFSM as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 7,000 Fidelity Fundamental Small-Mid Cap ETF shares in Q4 2025, an estimated $204K.
  • Beacon Financial Advisory first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Financial Advisory's Fidelity Fundamental Small-Mid Cap ETF position peaked at $204K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.