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 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 $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 Private Wealth Services's FFSM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 16% in Q2 2026, selling an estimated $54.1K and leaving 8,190 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Kestra Private Wealth Services first reported a position in FFSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $404K in Q4 2025. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Kestra Private Wealth Services held 8,190 shares of Fidelity Fundamental Small-Mid Cap ETF worth $313K as of Q2 2026.
Kestra Private Wealth Services sold 1,516 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $54.1K.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1475 holding.
Kestra Private Wealth Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's Fidelity Fundamental Small-Mid Cap ETF position peaked at $404K in Q4 2025.
34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

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