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

Bulwark Capital’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 Q3	$85.8K	Hold	2,535	–	–	0.05%	71
2026 Q2	$96.9K	Hold	2,535	–	–	0.05%	66
2026 Q1	$81K	Hold	2,535	–	–	0.05%	62
2025 Q4	$77.8K	Hold	2,535	–	–	0.06%	62
2025 Q3	$74K	Hold	2,535	–	–	0.06%	64
2025 Q2	$68.9K	Buy	+2,535	New	+$64.7K	0.06%	57

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Bulwark Capital's FFSM Position: Q3 2026 in Review

Bulwark Capital held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q3 2026 at 2,535 shares worth $85.8K. The position accounts for 0.05% of the portfolio, ranked #71.

Bulwark Capital first reported a position in FFSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $96.9K in Q2 2026. 79 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Bulwark Capital held 2,535 shares of Fidelity Fundamental Small-Mid Cap ETF worth $85.8K as of Q3 2026.
Bulwark Capital left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF made up 0.05% of Bulwark Capital's portfolio in Q3 2026, its #71 holding.
Bulwark Capital first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's Fidelity Fundamental Small-Mid Cap ETF position peaked at $96.9K in Q2 2026.
79 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.