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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
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

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

MFA Wealth Services's FFSM Position: Q2 2026 in Review

MFA Wealth Services reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.28% in Q2 2026, selling an estimated $7.6K and leaving 74,539 shares worth $2.85M. The position accounts for 1.7% of the portfolio, ranked #12.

MFA Wealth Services first reported a position in FFSM in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • MFA Wealth Services held 74,539 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.85M as of Q2 2026.
  • MFA Wealth Services sold 213 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $7.6K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 1.7% of MFA Wealth Services's portfolio in Q2 2026, its #12 holding.
  • MFA Wealth Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 85 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.