McClarren Financial Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

McClarren Financial Advisors’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
2025 Q2	–	Sell	-50	Closed	-$2K	–	318
2025 Q1	$2K	Buy	+50	New	+$1.35K	﹤0.01%	255
2024 Q4	–	Sell	-54	Closed	-$2	–	332
2024 Q3	$2	Buy	54 +4	+8%	+$105	﹤0.01%	225
2024 Q2	$2K	Sell	50 -40	-44%	-$1.01K	﹤0.01%	283
2024 Q1	$3K	Buy	90 +1	+1%	+$24	﹤0.01%	267
2023 Q4	$2K	Buy	89 +1	+1%	+$21	﹤0.01%	330
2023 Q3	$0	Sell	88 -1	-1%	-$22	﹤0.01%	415
2023 Q2	$1K	Buy	89 +1	+1%	+$21	﹤0.01%	322
2023 Q1	$0	Hold	88	–	–	﹤0.01%	476
2022 Q4	$1K	Hold	88	–	–	﹤0.01%	323
2022 Q3	$1K	Buy	+88	New	+$1.77K	﹤0.01%	298
2022 Q2	–	Sell	-88	Closed	-$2K	–	304
2022 Q1	$2K	Sell	88 -2	-2%	-$46	﹤0.01%	261
2021 Q4	$3K	Buy	90 +2	+2%	+$48	﹤0.01%	290
2021 Q3	$2K	Hold	88	–	–	﹤0.01%	267
2021 Q2	$0	Buy	+88	New	+$2K	﹤0.01%	341

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

McClarren Financial Advisors's FFSM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2025, closing a stake of 50 shares — an estimated $2K sold.

McClarren Financial Advisors first reported a position in FFSM in Q2 2021 and held it in 14 quarters. The position peaked at $3K in Q1 2024. 46 funds tracked by Wall St. Rank hold FFSM as of Q2 2025.

McClarren Financial Advisors reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 50 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2025, an estimated $2K.
McClarren Financial Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2021 and held it in 14 quarters.
McClarren Financial Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $3K in Q1 2024.
46 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.