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

Provident 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
Q2 		$135K Buy
3,529
+89
+3% +$3.17K 0.03% 106
2026
Q1 		$110K Buy
3,440
+219
+7% +$7.17K 0.03% 98
2025
Q4 		$98.9K Buy
3,221
+6
+0.2% +$180 0.03% 104
2025
Q3 		$93.9K Buy
3,215
+346
+12% +$9.81K 0.03% 107
2025
Q2 		$78K Buy
2,869
+1,252
+77% +$31.9K 0.03% 106
2025
Q1 		$40.8K Buy
1,617
+1,431
+769% +$38.6K 0.01% 115
2024
Q4 		$5K Buy
+186
New +$5.2K ﹤0.01% 112

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
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Provident Wealth Management's FFSM Position: Q2 2026 in Review

Provident Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 2.6% in Q2 2026, buying an estimated $3.17K and bringing the position to 3,529 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #106.

Provident Wealth Management first reported a position in FFSM in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Provident Wealth Management held 3,529 shares of Fidelity Fundamental Small-Mid Cap ETF worth $135K as of Q2 2026.
  • Provident Wealth Management bought 89 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $3.17K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.03% of Provident Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Provident Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.