Keenan LLC’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Keenan LLC’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	$9.25M	Buy	290,052 +24,723	+9%	+$810K	7.8%	5
2025 Q4	$8.14M	Buy	+265,329	New	+$7.97M	7.16%	5

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 $71.6B AUM 21.08% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 1-Year Est. Return

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $135M AUM

Novem Group Rochester, New York $870M AUM 16.22% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return