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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
Q2 		$1.02K Buy
+27
New +$963 ﹤0.01% 923

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

Montag & Associates's FFSM Position: Q2 2026 in Review

Montag & Associates opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026: 27 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings.

86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Montag & Associates held 27 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.02K as of Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF was a new Montag & Associates position in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #923 holding.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.