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Mutual Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Mutual Advisors’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 		$374K Buy
9,799
+10
+0.1% +$357 0.01% 1095
2026
Q1 		$313K Buy
9,789
+21
+0.2% +$688 0.01% 1107
2025
Q4 		$300K Buy
9,768
+13
+0.1% +$390 0.01% 1086
2025
Q3 		$288K Buy
+9,755
New +$277K 0.01% 1072

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
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MAI Capital Management
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
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Mutual Advisors's FFSM Position: Q2 2026 in Review

Mutual Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.1% in Q2 2026, buying an estimated $357 and bringing the position to 9,799 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1095.

Mutual Advisors first reported a position in FFSM in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Mutual Advisors held 9,799 shares of Fidelity Fundamental Small-Mid Cap ETF worth $374K as of Q2 2026.
  • Mutual Advisors bought 10 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $357.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1095 holding.
  • Mutual Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.