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MAI Capital Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

MAI Capital Management’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
Q1 		$9.59M Buy
300,014
+1,881
+0.6% +$61.6K 0.05% 287
2025
Q4 		$9.15M Sell
298,133
-875
-0.3% -$26.3K 0.05% 294
2025
Q3 		$8.73M Buy
+299,008
New +$8.48M 0.05% 280

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $147M AUM 20.86% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $119M AUM
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

MAI Capital Management's FFSM Position: Q1 2026 in Review

MAI Capital Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.63% in Q1 2026, buying an estimated $61.6K and bringing the position to 300,014 shares worth $9.59M. The position accounts for 0.05% of the portfolio, ranked #287.

MAI Capital Management first reported a position in FFSM in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • MAI Capital Management held 300,014 shares of Fidelity Fundamental Small-Mid Cap ETF worth $9.59M as of Q1 2026.
  • MAI Capital Management bought 1,881 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $61.6K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.05% of MAI Capital Management's portfolio in Q1 2026, its #287 holding.
  • MAI Capital Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.