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FFSM icon

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
Q2 		$594K Buy
15,548
+616
+4% +$22K 0.01% 744
2026
Q1 		$477K Buy
+14,932
New +$489K 0.01% 822

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
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
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 20.85% 1-Year Est. Return

CreativeOne Wealth's FFSM Position: Q2 2026 in Review

CreativeOne Wealth increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 4.1% in Q2 2026, buying an estimated $22K and bringing the position to 15,548 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #744.

CreativeOne Wealth first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • CreativeOne Wealth held 15,548 shares of Fidelity Fundamental Small-Mid Cap ETF worth $594K as of Q2 2026.
  • CreativeOne Wealth bought 616 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $22K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #744 holding.
  • CreativeOne Wealth first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.