NG
FFSM icon

Novem Group’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Novem Group’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 		$8.68M Buy
227,274
+21,681
+11% +$774K 0.88% 24
2026
Q1 		$6.57M Buy
+205,593
New +$6.73M 0.75% 29

Other funds holding FFSM

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
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Novem Group's FFSM Position: Q2 2026 in Review

Novem Group increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 11% in Q2 2026, buying an estimated $774K and bringing the position to 227,274 shares worth $8.68M. The position accounts for 0.88% of the portfolio, ranked #24.

Novem Group first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Novem Group held 227,274 shares of Fidelity Fundamental Small-Mid Cap ETF worth $8.68M as of Q2 2026.
  • Novem Group bought 21,681 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $774K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.88% of Novem Group's portfolio in Q2 2026, its #24 holding.
  • Novem Group first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.