HCM
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Hicks Capital Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Hicks Capital Management’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 		– Sell
-10,348
Closed -$331K – 41
2026
Q1 		$331K Hold
10,348
– – 0.33% 35
2025
Q4 		$318K Hold
10,348
– – 0.32% 31
2025
Q3 		$302K Buy
+10,348
New +$293K 0.49% 26

Other funds holding FFSM

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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Hicks Capital Management's FFSM Position: Q2 2026 in Review

Hicks Capital Management sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026, closing a stake of 10,348 shares — an estimated $331K sold.

Hicks Capital Management first reported a position in FFSM in Q3 2025 and held it in 3 quarters. The position peaked at $331K in Q1 2026. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Hicks Capital Management reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Hicks Capital Management sold 10,348 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $331K.
  • Hicks Capital Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and held it in 3 quarters.
  • Hicks Capital Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $331K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Hicks Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.