Cambridge Investment Research Advisors
FFSM icon

Cambridge Investment Research Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Cambridge Investment Research 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 		$2.84M Buy
74,328
+8,917
+14% +$318K 0.01% 1414
2026
Q1 		$2.09M Buy
65,411
+5,174
+9% +$169K 0.01% 1559
2025
Q4 		$1.85M Sell
60,237
-22,530
-27% -$677K ﹤0.01% 1602
2025
Q3 		$2.42M Buy
82,767
+69,983
+547% +$1.98M 0.01% 1365
2025
Q2 		$348K Buy
12,784
+75
+0.6% +$1.91K ﹤0.01% 2858
2025
Q1 		$321K Buy
12,709
+1,839
+17% +$49.6K ﹤0.01% 2803
2024
Q4 		$292K Buy
+10,870
New +$304K ﹤0.01% 2854

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

Cambridge Investment Research Advisors's FFSM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 14% in Q2 2026, buying an estimated $318K and bringing the position to 74,328 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #1414.

Cambridge Investment Research Advisors 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.

  • Cambridge Investment Research Advisors held 74,328 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.84M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 8,917 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $318K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1414 holding.
  • Cambridge Investment Research Advisors 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.