MHS
FFSM icon

M Holdings Securities’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

M Holdings Securities’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 		– Sell
-49,830
Closed -$1.8M – 293
2026
Q1 		$1.8M Buy
49,830
+16,650
+50% +$545K 0.12% 144
2025
Q4 		$1.02M Buy
+33,180
New +$997K 0.07% 189

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

M Holdings Securities's FFSM Position: Q2 2026 in Review

M Holdings Securities sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026, closing a stake of 49,830 shares — an estimated $1.8M sold.

M Holdings Securities first reported a position in FFSM in Q4 2025 and held it in 2 quarters. The position peaked at $1.8M in Q1 2026. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • M Holdings Securities reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 49,830 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $1.8M.
  • M Holdings Securities first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • M Holdings Securities's Fidelity Fundamental Small-Mid Cap ETF position peaked at $1.8M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.