Carson Wealth (CWM LLC)
FFSM icon

Carson Wealth (CWM LLC)’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Carson Wealth (CWM 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
Q1 		$12.8K Buy
401
+7
+2% +$229 ﹤0.01% 4680
2025
Q4 		$12K Hold
394
– – ﹤0.01% 4478
2025
Q3 		$11K Buy
394
+1
+0.3% +$28 ﹤0.01% 4451
2025
Q2 		$11K Buy
+393
New +$10K ﹤0.01% 4266

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 $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
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FFSM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 1.8% in Q1 2026, buying an estimated $229 and bringing the position to 401 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4680.

Carson Wealth (CWM LLC) first reported a position in FFSM in Q2 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 401 shares of Fidelity Fundamental Small-Mid Cap ETF worth $12.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $229.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4680 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.