Focus Partners Wealth’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Focus Partners Wealth’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 Q3	$9.31M	Buy	+275,189	New	+$10M	0.01%	750

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Focus Partners Wealth's FFSM Position: Q3 2026 in Review

Focus Partners Wealth opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q3 2026: 275,189 shares worth $9.31M. The stake represents 0.01% of the portfolio and ranks #750 among its holdings.

74 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Focus Partners Wealth held 275,189 shares of Fidelity Fundamental Small-Mid Cap ETF worth $9.31M as of Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF was a new Focus Partners Wealth position in Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #750 holding.
74 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.