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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
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 $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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 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

MFA Wealth Services's FFSM Position: Q1 2026 in Review

MFA Wealth Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 4% in Q1 2026, buying an estimated $93.2K and bringing the position to 74,752 shares worth $2.39M. The position accounts for 1.58% of the portfolio, ranked #13.

MFA Wealth Services first reported a position in FFSM in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • MFA Wealth Services held 74,752 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.39M as of Q1 2026.
  • MFA Wealth Services bought 2,846 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $93.2K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 1.58% of MFA Wealth Services's portfolio in Q1 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 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on MFA Wealth Services's 13F filing for Q1 2026, filed 22 Apr 2026.