BEI
FFSM icon

Benjamin Edwards Inc’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Benjamin Edwards Inc’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 		$507K Sell
13,273
-550
-4% -$19.6K ﹤0.01% 1058
2026
Q1 		$442K Buy
13,823
+909
+7% +$29.8K ﹤0.01% 1043
2025
Q4 		$396K Sell
12,914
-145
-1% -$4.36K ﹤0.01% 1019
2025
Q3 		$381K Sell
13,059
-143
-1% -$4.05K ﹤0.01% 1011
2025
Q2 		$359K Buy
13,202
+1,721
+15% +$43.9K ﹤0.01% 953
2025
Q1 		$290K Buy
11,481
+734
+7% +$19.8K ﹤0.01% 941
2024
Q4 		$289K Buy
+10,747
New +$301K ﹤0.01% 982

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

Benjamin Edwards Inc's FFSM Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 4% in Q2 2026, selling an estimated $19.6K and leaving 13,273 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Benjamin Edwards Inc first reported a position in FFSM in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Benjamin Edwards Inc held 13,273 shares of Fidelity Fundamental Small-Mid Cap ETF worth $507K as of Q2 2026.
  • Benjamin Edwards Inc sold 550 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $19.6K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1058 holding.
  • Benjamin Edwards Inc first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.