Financial Engines Advisors
FFSM icon

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

Financial Engines 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
2025
Q4 		– Sell
-27,879
Closed -$814K – 564
2025
Q3 		$814K Buy
+27,879
New +$791K ﹤0.01% 333

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Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
KOMWMG
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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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Financial Engines Advisors's FFSM Position: Q4 2025 in Review

Financial Engines Advisors sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q4 2025, closing a stake of 27,879 shares — an estimated $814K sold.

Financial Engines Advisors first reported a position in FFSM in Q3 2025 and held it in 1 quarter. The position peaked at $814K in Q3 2025. 62 funds tracked by Wall St. Rank hold FFSM as of Q4 2025.

  • Financial Engines Advisors reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 27,879 Fidelity Fundamental Small-Mid Cap ETF shares in Q4 2025, an estimated $814K.
  • Financial Engines Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • Financial Engines Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $814K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.