Evernest Financial Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Evernest Financial Advisors’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	$9.43M	Sell	246,925 -25,157	-9%	-$898K	1.97%	16
2026 Q1	$9.6M	Sell	272,082 -130,061	-32%	-$4.26M	1.99%	16
2025 Q4	$13.7M	Sell	402,143 -3,476	-0.9%	-$104K	2.86%	11
2025 Q3	$11.8M	Sell	405,619 -893	-0.2%	-$25.3K	3.32%	5
2025 Q2	$11.1M	Buy	406,512 +11,836	+3%	+$302K	3.58%	5
2025 Q1	$9.96M	Buy	394,676 +39,702	+11%	+$1.07M	3.58%	7
2024 Q4	$9.54M	Buy	354,974 +94,559	+36%	+$2.64M	2.48%	12
2024 Q3	$7.15M	Buy	+260,415	New	+$6.84M	1.93%	13

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Keenan LLC Boston, Massachusetts $142M AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Evernest Financial Advisors's FFSM Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 9.2% in Q2 2026, selling an estimated $898K and leaving 246,925 shares worth $9.43M. The position accounts for 1.97% of the portfolio, ranked #16.

Evernest Financial Advisors first reported a position in FFSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.7M in Q4 2025. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Evernest Financial Advisors held 246,925 shares of Fidelity Fundamental Small-Mid Cap ETF worth $9.43M as of Q2 2026.
Evernest Financial Advisors sold 25,157 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $898K.
Fidelity Fundamental Small-Mid Cap ETF made up 1.97% of Evernest Financial Advisors's portfolio in Q2 2026, its #16 holding.
Evernest Financial Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
Evernest Financial Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $13.7M in Q4 2025.
86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.