Montag & Associates
FFSM icon

Montag & Associates’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Montag & Associates’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 		– Sell
-27
Closed -$1.02K – 1102
2026
Q2 		$1.02K Buy
+27
New +$963 ﹤0.01% 923

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KL
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Montag & Associates's FFSM Position: Q3 2026 in Review

Montag & Associates sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q3 2026, closing a stake of 27 shares — an estimated $1.02K sold.

Montag & Associates first reported a position in FFSM in Q2 2026 and held it in 1 quarter. The position peaked at $1.02K in Q2 2026. 78 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

  • Montag & Associates reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Montag & Associates sold 27 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $1.02K.
  • Montag & Associates first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2026 and held it in 1 quarter.
  • Montag & Associates's Fidelity Fundamental Small-Mid Cap ETF position peaked at $1.02K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.