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Precedent Wealth Partners’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Precedent Wealth Partners’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 		$8.3M Buy
+217,165
New +$7.75M 1.38% 16

Other funds holding FFSM

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
NG
Novem Group Rochester, New York $988M AUM 20.85% 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
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Precedent Wealth Partners's FFSM Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026: 217,165 shares worth $8.3M. The stake represents 1.38% of the portfolio and ranks #16 among its holdings.

21 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Precedent Wealth Partners held 217,165 shares of Fidelity Fundamental Small-Mid Cap ETF worth $8.3M as of Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF was a new Precedent Wealth Partners position in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up 1.38% of Precedent Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • 21 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.