MFA Wealth Services’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

MFA 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 Q3	$2.63M	Buy	77,762 +3,223	+4%	+$118K	1.56%	13
2026 Q2	$2.85M	Sell	74,539 -213	-0.3%	-$7.6K	1.7%	12
2026 Q1	$2.39M	Buy	74,752 +2,846	+4%	+$93.2K	1.58%	13
2025 Q4	$2.21M	Buy	71,906 +50	+0.1%	+$1.5K	1.49%	14
2025 Q3	$2.1M	Buy	71,856 +50,816	+242%	+$1.44M	1.45%	14
2025 Q2	$572K	Buy	21,040 +3,812	+22%	+$97.2K	0.43%	61
2025 Q1	$435K	Buy	17,228 +333	+2%	+$8.98K	0.36%	69
2024 Q4	$454K	Buy	+16,895	New	+$473K	0.36%	68

Other funds holding FFSM

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 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 13.73% 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

BWM

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

BWM

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

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

MFA Wealth Services's FFSM Position: Q3 2026 in Review

MFA Wealth Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 4.3% in Q3 2026, buying an estimated $118K and bringing the position to 77,762 shares worth $2.63M. The position accounts for 1.56% of the portfolio, ranked #13.

MFA Wealth Services first reported a position in FFSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.85M in Q2 2026. 17 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

MFA Wealth Services held 77,762 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.63M as of Q3 2026.
MFA Wealth Services bought 3,223 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $118K.
Fidelity Fundamental Small-Mid Cap ETF made up 1.56% of MFA Wealth Services's portfolio in Q3 2026, its #13 holding.
MFA Wealth Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Fidelity Fundamental Small-Mid Cap ETF position peaked at $2.85M in Q2 2026.
17 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.