Commonwealth Equity Services’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Commonwealth Equity Services’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	$48.3M	Buy	1,263,315 +50,821	+4%	+$1.81M	0.06%	314
2026 Q1	$38.7M	Buy	1,212,494 +55,595	+5%	+$1.82M	0.05%	348
2025 Q4	$35.5M	Buy	1,156,899 +803,856	+228%	+$24.1M	0.05%	370
2025 Q3	$10.3M	Sell	353,043 -11,343	-3%	-$322K	0.01%	904
2025 Q2	$9.91M	Buy	364,386 +9,664	+3%	+$247K	0.01%	912
2025 Q1	$8.95M	Buy	354,722 +174,049	+96%	+$4.69M	0.01%	923
2024 Q4	$4.86M	Sell	180,673 -51,463	-22%	-$1.44M	0.01%	1254
2024 Q3	$6.37M	Buy	232,136 +5,722	+3%	+$150K	0.01%	1069
2024 Q2	$5.71M	Buy	226,414 +7,667	+4%	+$194K	0.01%	1115
2024 Q1	$5.74M	Buy	218,747 +5,680	+3%	+$138K	0.01%	1089
2023 Q4	$5.04M	Buy	213,067 +38,983	+22%	+$836K	0.01%	1090
2023 Q3	$3.66M	Buy	174,084 +130,016	+295%	+$2.84M	0.01%	1211
2023 Q2	$956K	Buy	44,068 +11,886	+37%	+$245K	﹤0.01%	2128
2023 Q1	$673	Buy	32,182 +7,969	+33%	+$170K	﹤0.01%	2305
2022 Q4	$491K	Buy	24,213 +8,294	+52%	+$167K	﹤0.01%	2488
2022 Q3	$291K	Sell	15,919 -8,105	-34%	-$163K	﹤0.01%	2860
2022 Q2	$452K	Sell	24,024 -1,338	-5%	-$27.8K	﹤0.01%	2481
2022 Q1	$577K	Sell	25,362 -46,136	-65%	-$1.05M	﹤0.01%	2405
2021 Q4	$1.74M	Buy	+71,498	New	+$1.72M	﹤0.01%	1588

Other funds holding FFSM

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

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services's FFSM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 4.2% in Q2 2026, buying an estimated $1.81M and bringing the position to 1,263,315 shares worth $48.3M. The position accounts for 0.06% of the portfolio, ranked #314.

Commonwealth Equity Services first reported a position in FFSM in Q4 2021 and has held it in 19 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Commonwealth Equity Services held 1,263,315 shares of Fidelity Fundamental Small-Mid Cap ETF worth $48.3M as of Q2 2026.
Commonwealth Equity Services bought 50,821 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $1.81M.
Fidelity Fundamental Small-Mid Cap ETF made up 0.06% of Commonwealth Equity Services's portfolio in Q2 2026, its #314 holding.
Commonwealth Equity Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.