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

Kestra Private Wealth 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 Q3	$320K	Buy	9,447 +1,257	+15%	+$45.9K	﹤0.01%	1445
2026 Q2	$313K	Sell	8,190 -1,516	-16%	-$54.1K	﹤0.01%	1475
2026 Q1	$310K	Sell	9,706 -3,472	-26%	-$114K	﹤0.01%	1442
2025 Q4	$404K	Buy	13,178 +434	+3%	+$13K	0.01%	1285
2025 Q3	$372K	Sell	12,744 -282	-2%	-$8K	﹤0.01%	1244
2025 Q2	$354K	Buy	+13,026	New	+$332K	0.01%	1193

Other funds holding FFSM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Kestra Private Wealth Services's FFSM Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 15% in Q3 2026, buying an estimated $45.9K and bringing the position to 9,447 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Kestra Private Wealth Services first reported a position in FFSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $404K in Q4 2025. 58 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Kestra Private Wealth Services held 9,447 shares of Fidelity Fundamental Small-Mid Cap ETF worth $320K as of Q3 2026.
Kestra Private Wealth Services bought 1,257 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $45.9K.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1445 holding.
Kestra Private Wealth Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's Fidelity Fundamental Small-Mid Cap ETF position peaked at $404K in Q4 2025.
58 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.