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

IFP 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 Q3	$8.29K	Buy	245 +173	+240%	+$6.31K	﹤0.01%	3517
2026 Q2	$2.75K	Buy	72 +21	+41%	+$749	﹤0.01%	4087
2026 Q1	$1.63K	Buy	51 +31	+155%	+$1.02K	﹤0.01%	4035
2025 Q4	$614	Buy	20 +2	+11%	+$60	﹤0.01%	4228
2025 Q3	$526	Sell	18 -184	-91%	-$5.22K	﹤0.01%	4161
2025 Q2	$5.49K	Buy	+202	New	+$5.15K	﹤0.01%	3306

Other funds holding FFSM

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 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 13.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

IFP Advisors's FFSM Position: Q3 2026 in Review

IFP Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 240% in Q3 2026, buying an estimated $6.31K and bringing the position to 245 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

IFP Advisors first reported a position in FFSM in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

IFP Advisors held 245 shares of Fidelity Fundamental Small-Mid Cap ETF worth $8.29K as of Q3 2026.
IFP Advisors bought 173 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $6.31K.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3517 holding.
IFP Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.