Novem Group
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
Q3 		$7.74M Buy
228,927
+1,653
+0.7% +$60.3K 0.77% 31
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

Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return
Gaddis Premier Wealth Advisors
Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Greenwood Capital Associates
Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return
Buska Wealth Management
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Novem Group's FFSM Position: Q3 2026 in Review

Novem Group increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.73% in Q3 2026, buying an estimated $60.3K and bringing the position to 228,927 shares worth $7.74M. The position accounts for 0.77% of the portfolio, ranked #31.

Novem Group first reported a position in FFSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.68M in Q2 2026. 34 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

  • Novem Group held 228,927 shares of Fidelity Fundamental Small-Mid Cap ETF worth $7.74M as of Q3 2026.
  • Novem Group bought 1,653 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $60.3K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.77% of Novem Group's portfolio in Q3 2026, its #31 holding.
  • Novem Group first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Novem Group's Fidelity Fundamental Small-Mid Cap ETF position peaked at $8.68M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.