Envestnet Portfolio Solutions
FFSM icon

Envestnet Portfolio Solutions’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Envestnet Portfolio Solutions’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 		$998K Buy
26,119
+5,300
+25% +$189K ﹤0.01% 710
2026
Q1 		$665K Buy
20,819
+8,674
+71% +$284K ﹤0.01% 786
2025
Q4 		$373K Buy
+12,145
New +$365K ﹤0.01% 1175

Other funds holding FFSM

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
NG
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
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

Envestnet Portfolio Solutions's FFSM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 25% in Q2 2026, buying an estimated $189K and bringing the position to 26,119 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Envestnet Portfolio Solutions first reported a position in FFSM in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Envestnet Portfolio Solutions held 26,119 shares of Fidelity Fundamental Small-Mid Cap ETF worth $998K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 5,300 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $189K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #710 holding.
  • Envestnet Portfolio Solutions first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.