Precedent Wealth Partners
FFSM icon

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
Q3 		$12.8M Buy
378,907
+161,742
+74% +$5.9M 1.97% 10
2026
Q2 		$8.3M Buy
+217,165
New +$7.75M 1.38% 16

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
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
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 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

Precedent Wealth Partners's FFSM Position: Q3 2026 in Review

Precedent Wealth Partners increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 74% in Q3 2026, buying an estimated $5.9M and bringing the position to 378,907 shares worth $12.8M. The position accounts for 1.97% of the portfolio, ranked #10.

Precedent Wealth Partners first reported a position in FFSM in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

  • Precedent Wealth Partners held 378,907 shares of Fidelity Fundamental Small-Mid Cap ETF worth $12.8M as of Q3 2026.
  • Precedent Wealth Partners bought 161,742 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $5.9M.
  • Fidelity Fundamental Small-Mid Cap ETF made up 1.97% of Precedent Wealth Partners's portfolio in Q3 2026, its #10 holding.
  • Precedent Wealth Partners first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 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 Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.