Mather Group’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Mather Group’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	$626	Buy	+19	New	+$693	﹤0.01%	2174

Other funds holding FFSM

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Mather Group's FFSM Position: Q3 2026 in Review

Mather Group opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q3 2026: 19 shares worth $626. The stake represents ﹤0.01% of the portfolio and ranks #2174 among its holdings.

24 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Mather Group held 19 shares of Fidelity Fundamental Small-Mid Cap ETF worth $626 as of Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF was a new Mather Group position in Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2174 holding.
24 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.