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

Harbour 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 		$756K Sell
23,662
-45
-0.2% -$1.47K 0.01% 875
2025
Q4 		$728K Sell
23,707
-387
-2% -$11.6K 0.01% 718
2025
Q3 		$704K Buy
24,094
+1,006
+4% +$28.5K 0.02% 686
2025
Q2 		$628K Buy
23,088
+1,235
+6% +$31.5K 0.02% 686
2025
Q1 		$552K Sell
21,853
-135
-0.6% -$3.64K 0.02% 682
2024
Q4 		$591K Buy
21,988
+372
+2% +$10.4K 0.02% 653
2024
Q3 		$593K Buy
+21,616
New +$568K 0.02% 608

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Harbour Investments's FFSM Position: Q1 2026 in Review

Harbour Investments reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.19% in Q1 2026, selling an estimated $1.47K and leaving 23,662 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #875.

Harbour Investments first reported a position in FFSM in Q3 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Harbour Investments held 23,662 shares of Fidelity Fundamental Small-Mid Cap ETF worth $756K as of Q1 2026.
  • Harbour Investments sold 45 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $1.47K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #875 holding.
  • Harbour Investments first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

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