EWA
FFSM icon

EverSource Wealth Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

EverSource Wealth 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 		$6.91K Hold
181
– – ﹤0.01% 3116
2026
Q1 		$5.77K Buy
+181
New +$5.93K ﹤0.01% 3199

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

EverSource Wealth Advisors's FFSM Position: Q2 2026 in Review

EverSource Wealth Advisors held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q2 2026 at 181 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

EverSource Wealth Advisors first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • EverSource Wealth Advisors held 181 shares of Fidelity Fundamental Small-Mid Cap ETF worth $6.91K as of Q2 2026.
  • EverSource Wealth Advisors left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3116 holding.
  • EverSource Wealth Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.