Jones Financial Companies’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Jones Financial Companies’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	$1.31K	Buy	+35	New	+$1.25K	﹤0.01%	4543

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Jones Financial Companies's FFSM Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026: 35 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #4543 among its holdings.

85 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Jones Financial Companies held 35 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.31K as of Q2 2026.
Fidelity Fundamental Small-Mid Cap ETF was a new Jones Financial Companies position in Q2 2026.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4543 holding.
85 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.