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

Gaddis Premier 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 		$9.22M Buy
241,185
+26,321
+12% +$939K 5.6% 5
2026
Q1 		$6.86M Buy
214,864
+7,005
+3% +$229K 5.06% 5
2025
Q4 		$6.38M Buy
+207,859
New +$6.24M 4.84% 5

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Gaddis Premier Wealth Advisors's FFSM Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 12% in Q2 2026, buying an estimated $939K and bringing the position to 241,185 shares worth $9.22M. The position accounts for 5.6% of the portfolio, ranked #5.

Gaddis Premier Wealth Advisors first reported a position in FFSM in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 241,185 shares of Fidelity Fundamental Small-Mid Cap ETF worth $9.22M as of Q2 2026.
  • Gaddis Premier Wealth Advisors bought 26,321 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $939K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 5.6% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.