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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
Q2 		$2.75K Buy
72
+21
+41% +$749 ﹤0.01% 4086
2026
Q1 		$1.63K Buy
51
+31
+155% +$1.01K ﹤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

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

IFP Advisors's FFSM Position: Q2 2026 in Review

IFP Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 41% in Q2 2026, buying an estimated $749 and bringing the position to 72 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4086.

IFP Advisors first reported a position in FFSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.49K in Q2 2025. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • IFP Advisors held 72 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.75K as of Q2 2026.
  • IFP Advisors bought 21 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $749.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4086 holding.
  • IFP Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $5.49K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.