Capital Analysts LLC
FFSM icon

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

Capital Analysts LLC’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 		– Sell
-12
Closed -$384 – 1663
2026
Q1 		$384 Buy
+12
New +$393 ﹤0.01% 1549

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Evernest Financial Advisors
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
Gaddis Premier Wealth Advisors
Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Capital Analysts LLC's FFSM Position: Q2 2026 in Review

Capital Analysts LLC sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026, closing a stake of 12 shares — an estimated $384 sold.

Capital Analysts LLC first reported a position in FFSM in Q1 2026 and held it in 1 quarter. The position peaked at $384 in Q1 2026. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Capital Analysts LLC reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 12 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $384.
  • Capital Analysts LLC first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Capital Analysts LLC's Fidelity Fundamental Small-Mid Cap ETF position peaked at $384 in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.