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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
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
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
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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Evernest Financial Advisors's FFSM Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 32% in Q1 2026, selling an estimated $4.26M and leaving 272,082 shares worth $9.6M. The position accounts for 1.99% of the portfolio, ranked #16.

Evernest Financial Advisors first reported a position in FFSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q4 2025. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Evernest Financial Advisors held 272,082 shares of Fidelity Fundamental Small-Mid Cap ETF worth $9.6M as of Q1 2026.
  • Evernest Financial Advisors sold 130,061 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $4.26M.
  • Fidelity Fundamental Small-Mid Cap ETF made up 1.99% of Evernest Financial Advisors's portfolio in Q1 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 7 quarters since.
  • Evernest Financial Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $13.7M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.