Creative Planning
FFSM icon

Creative Planning’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Creative Planning’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 		$727K Buy
19,014
+3,664
+24% +$131K ﹤0.01% 2896
2026
Q1 		$490K Buy
15,350
+67
+0.4% +$2.19K ﹤0.01% 3043
2025
Q4 		$469K Sell
15,283
-970
-6% -$29.1K ﹤0.01% 2901
2025
Q3 		$475K Sell
16,253
-5,642
-26% -$160K ﹤0.01% 2774
2025
Q2 		$595K Buy
+21,895
New +$559K ﹤0.01% 2311

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG Advisory
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.84% 1-Year Est. Return

Creative Planning's FFSM Position: Q2 2026 in Review

Creative Planning increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 24% in Q2 2026, buying an estimated $131K and bringing the position to 19,014 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Creative Planning first reported a position in FFSM in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Creative Planning held 19,014 shares of Fidelity Fundamental Small-Mid Cap ETF worth $727K as of Q2 2026.
  • Creative Planning bought 3,664 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $131K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2896 holding.
  • Creative Planning first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.