Envestnet Asset Management
FFSM icon

Envestnet Asset Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Envestnet Asset Management’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 		$4.05M Buy
126,838
+74,492
+142% +$2.44M ﹤0.01% 2483
2025
Q4 		$1.61M Buy
52,346
+20,750
+66% +$623K ﹤0.01% 2995
2025
Q3 		$923K Buy
31,596
+13,417
+74% +$380K ﹤0.01% 3371
2025
Q2 		$494K Buy
18,179
+5,946
+49% +$152K ﹤0.01% 3695
2025
Q1 		$309K Buy
12,233
+83
+0.7% +$2.24K ﹤0.01% 3910
2024
Q4 		$327K Sell
12,150
-528
-4% -$14.8K ﹤0.01% 3853
2024
Q3 		$348K Buy
12,678
+1,031
+9% +$27.1K ﹤0.01% 3737
2024
Q2 		$294K Buy
11,647
+715
+7% +$18.1K ﹤0.01% 3744
2024
Q1 		$287K Sell
10,932
-166
-1% -$4.03K ﹤0.01% 3749
2023
Q4 		$262K Buy
11,098
+3
+0% +$64 ﹤0.01% 3687
2023
Q3 		$234K Sell
11,095
-10,516
-49% -$230K ﹤0.01% 3657
2023
Q2 		$469K Buy
+21,611
New +$446K ﹤0.01% 3248

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

Envestnet Asset Management's FFSM Position: Q1 2026 in Review

Envestnet Asset Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 142% in Q1 2026, buying an estimated $2.44M and bringing the position to 126,838 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Envestnet Asset Management first reported a position in FFSM in Q2 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Envestnet Asset Management held 126,838 shares of Fidelity Fundamental Small-Mid Cap ETF worth $4.05M as of Q1 2026.
  • Envestnet Asset Management bought 74,492 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $2.44M.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2483 holding.
  • Envestnet Asset Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.