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Principal Securities’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Principal Securities’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 		$1.84M Buy
57,625
+10,852
+23% +$355K 0.03% 526
2025
Q4 		$1.44M Buy
46,773
+17,163
+58% +$515K 0.02% 586
2025
Q3 		$865K Buy
29,610
+18,546
+168% +$526K 0.01% 711
2025
Q2 		$301K Buy
11,064
+9,839
+803% +$251K 0.01% 1061
2025
Q1 		$32.9K Hold
1,225
– – ﹤0.01% 1950
2024
Q4 		$32.9K Buy
1,225
+468
+62% +$13.1K ﹤0.01% 1946
2024
Q3 		$20.8K Buy
+757
New +$19.9K ﹤0.01% 2100

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 $79.5B AUM 27.1% 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 $165M AUM 23.53% 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 $988M AUM 20.85% 1-Year Est. Return

Principal Securities's FFSM Position: Q1 2026 in Review

Principal Securities increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 23% in Q1 2026, buying an estimated $355K and bringing the position to 57,625 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #526.

Principal Securities first reported a position in FFSM in Q3 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Principal Securities held 57,625 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.84M as of Q1 2026.
  • Principal Securities bought 10,852 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $355K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #526 holding.
  • Principal Securities first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.