Principal Securities
FFSM icon

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
Q2 		$2.77M Buy
72,489
+14,864
+26% +$530K 0.03% 433
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 $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Principal Securities's FFSM Position: Q2 2026 in Review

Principal Securities increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 26% in Q2 2026, buying an estimated $530K and bringing the position to 72,489 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #433.

Principal Securities first reported a position in FFSM in Q3 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Principal Securities held 72,489 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.77M as of Q2 2026.
  • Principal Securities bought 14,864 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $530K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #433 holding.
  • Principal Securities first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.