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 Q2	$149K	Buy	3,907 +1,394	+55%	+$49.7K	﹤0.01%	6080
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	Hold	1	–	–	﹤0.01%	7659
2023 Q4	$33	Buy	+1	New	+$21	﹤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 $2.3T AUM 54.33% 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

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

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

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

Morgan Stanley's FFSM Position: Q2 2026 in Review

Morgan Stanley increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 55% in Q2 2026, buying an estimated $49.7K and bringing the position to 3,907 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #6080.

Morgan Stanley first reported a position in FFSM in Q2 2021 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Morgan Stanley held 3,907 shares of Fidelity Fundamental Small-Mid Cap ETF worth $149K as of Q2 2026.
Morgan Stanley bought 1,394 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $49.7K.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6080 holding.
Morgan Stanley first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2021 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.