Fidelity Investments’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Fidelity Investments’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	$819M	Buy	25,623,551 +2,086,289	+9%	+$68.3M	0.04%	350
2025 Q4	$722M	Buy	23,537,262 +3,625,092	+18%	+$109M	0.04%	385
2025 Q3	$582M	Buy	19,912,170 +37,104	+0.2%	+$1.05M	0.03%	441
2025 Q2	$540M	Sell	19,875,066 -6,302,178	-24%	-$161M	0.03%	460
2025 Q1	$661M	Buy	26,177,244 +22,116,133	+545%	+$596M	0.04%	359
2024 Q4	$109M	Buy	+4,061,111	New	+$114M	0.01%	1083
2022 Q1	–	Sell	-1	Closed	–	–	5558
2021 Q4	$0	Hold	1	–	–	﹤0.01%	5011
2021 Q3	$0	Buy	+1	New	+$23	﹤0.01%	5131

Other funds holding FFSM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $147M AUM 20.86% 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

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

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

Fidelity Investments's FFSM Position: Q1 2026 in Review

Fidelity Investments increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 8.9% in Q1 2026, buying an estimated $68.3M and bringing the position to 25,623,551 shares worth $819M. The position accounts for 0.04% of the portfolio, ranked #350.

Fidelity Investments first reported a position in FFSM in Q3 2021 and has held it in 8 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

Fidelity Investments held 25,623,551 shares of Fidelity Fundamental Small-Mid Cap ETF worth $819M as of Q1 2026.
Fidelity Investments bought 2,086,289 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $68.3M.
Fidelity Fundamental Small-Mid Cap ETF made up 0.04% of Fidelity Investments's portfolio in Q1 2026, its #350 holding.
Fidelity Investments first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2021 and has held it in 8 quarters since.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.