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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2M Buy
59,095
+17,789
+43% +$649K 0.01% 1462
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

Kestra Advisory Services's FFSM Position: Q3 2026 in Review

Kestra Advisory Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 43% in Q3 2026, buying an estimated $649K and bringing the position to 59,095 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1462.

Kestra Advisory Services first reported a position in FFSM in Q1 2024 and has held it in 11 quarters since. 42 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

  • Kestra Advisory Services held 59,095 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2M as of Q3 2026.
  • Kestra Advisory Services bought 17,789 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $649K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1462 holding.
  • Kestra Advisory Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • 42 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.