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

PFG 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 Q3	$951K	Buy	28,123 +391	+1%	+$14.3K	0.05%	374
2026 Q2	$1.06M	Buy	+27,732	New	+$989K	0.05%	369

Other funds holding FFSM

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

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

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFG Advisors's FFSM Position: Q3 2026 in Review

PFG Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 1.4% in Q3 2026, buying an estimated $14.3K and bringing the position to 28,123 shares worth $951K. The position accounts for 0.05% of the portfolio, ranked #374.

PFG Advisors first reported a position in FFSM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.06M in Q2 2026. 16 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

PFG Advisors held 28,123 shares of Fidelity Fundamental Small-Mid Cap ETF worth $951K as of Q3 2026.
PFG Advisors bought 391 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $14.3K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.05% of PFG Advisors's portfolio in Q3 2026, its #374 holding.
PFG Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
PFG Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $1.06M in Q2 2026.
16 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.