PWM
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Pines Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Pines Wealth Management’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
Q1 		$629K Hold
19,682
– – 0.2% 114
2025
Q4 		$604K Buy
+19,682
New +$591K 0.2% 115

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $147M AUM 20.86% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $119M AUM
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
NG
Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return

Pines Wealth Management's FFSM Position: Q1 2026 in Review

Pines Wealth Management held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q1 2026 at 19,682 shares worth $629K. The position accounts for 0.2% of the portfolio, ranked #114.

Pines Wealth Management first reported a position in FFSM in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Pines Wealth Management held 19,682 shares of Fidelity Fundamental Small-Mid Cap ETF worth $629K as of Q1 2026.
  • Pines Wealth Management left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q1 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.2% of Pines Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Pines Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.