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CreativeOne Wealth’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

CreativeOne Wealth’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 		$477K Buy
+14,932
New +$489K 0.01% 822

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 $71.6B AUM 21.08% 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 $147M AUM 20.86% 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 $873M AUM 16.22% 1-Year Est. Return

CreativeOne Wealth's FFSM Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q1 2026: 14,932 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings.

75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • CreativeOne Wealth held 14,932 shares of Fidelity Fundamental Small-Mid Cap ETF worth $477K as of Q1 2026.
  • Fidelity Fundamental Small-Mid Cap ETF was a new CreativeOne Wealth position in Q1 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #822 holding.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.