Morgan Stanley’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Morgan Stanley’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	$80.3K	Buy	2,513 +990	+65%	+$32.4K	﹤0.01%	6247
2025 Q4	$46.8K	Buy	1,523 +269	+21%	+$8.08K	﹤0.01%	6461
2025 Q3	$36.6K	Buy	1,254 +376	+43%	+$10.7K	﹤0.01%	6504
2025 Q2	$23.9K	Buy	878 +23	+3%	+$587	﹤0.01%	6597
2025 Q1	$21.6K	Buy	855 +1	+0.1%	+$27	﹤0.01%	6551
2024 Q4	$23K	Sell	854 -1	-0.1%	-$28	﹤0.01%	6527
2024 Q3	$23.5K	Buy	855 +854	+85,400%	+$22.4K	﹤0.01%	6453
2024 Q2	$40	Hold	1	–	–	﹤0.01%	7578
2024 Q1	$28	Sell	1 -1	-50%	-$24	﹤0.01%	7659
2023 Q4	$66	Buy	+2	New	+$43	﹤0.01%	7589
2021 Q3	–	Sell	-359	Closed	-$8K	–	8039
2021 Q2	$8K	Buy	+359	New	+$8.14K	﹤0.01%	7301

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Morgan Stanley's FFSM Position: Q1 2026 in Review

Morgan Stanley increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 65% in Q1 2026, buying an estimated $32.4K and bringing the position to 2,513 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6247.

Morgan Stanley first reported a position in FFSM in Q2 2021 and has held it in 11 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

Morgan Stanley held 2,513 shares of Fidelity Fundamental Small-Mid Cap ETF worth $80.3K as of Q1 2026.
Morgan Stanley bought 990 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $32.4K.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6247 holding.
Morgan Stanley first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2021 and has held it in 11 quarters since.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.