Kestra Advisory Services’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Kestra Advisory Services’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	$1.58M	Buy	41,306 +10,725	+35%	+$383K	0.01%	1499
2026 Q1	$977K	Buy	30,581 +13,707	+81%	+$449K	﹤0.01%	1752
2025 Q4	$518K	Buy	16,874 +598	+4%	+$18K	﹤0.01%	2115
2025 Q3	$475K	Sell	16,276 -9,507	-37%	-$270K	﹤0.01%	2100
2025 Q2	$701K	Buy	25,783 +8,192	+47%	+$209K	﹤0.01%	1731
2025 Q1	$444K	Sell	17,591 -6,889	-28%	-$186K	﹤0.01%	1889
2024 Q4	$658K	Buy	24,480 +12,182	+99%	+$341K	﹤0.01%	1680
2024 Q3	$337K	Sell	12,298 -8,773	-42%	-$230K	﹤0.01%	2021
2024 Q2	$244K	Buy	21,071 +12,905	+158%	+$327K	﹤0.01%	2267
2024 Q1	$214K	Buy	+8,166	New	+$198K	﹤0.01%	2237

Other funds holding FFSM

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

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 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

Kestra Advisory Services's FFSM Position: Q2 2026 in Review

Kestra Advisory Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 35% in Q2 2026, buying an estimated $383K and bringing the position to 41,306 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #1499.

Kestra Advisory Services first reported a position in FFSM in Q1 2024 and has held it in 10 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Kestra Advisory Services held 41,306 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.58M as of Q2 2026.
Kestra Advisory Services bought 10,725 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $383K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1499 holding.
Kestra Advisory Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.