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 Q3	$121K	Buy	3,566 +37	+1%	+$1.35K	0.04%	80
2026 Q2	$135K	Buy	3,529 +89	+3%	+$3.18K	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%	+$9.8K	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 Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Provident Wealth Management's FFSM Position: Q3 2026 in Review

Provident Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 1% in Q3 2026, buying an estimated $1.35K and bringing the position to 3,566 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #80.

Provident Wealth Management first reported a position in FFSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $135K in Q2 2026. 64 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Provident Wealth Management held 3,566 shares of Fidelity Fundamental Small-Mid Cap ETF worth $121K as of Q3 2026.
Provident Wealth Management bought 37 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $1.35K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.04% of Provident Wealth Management's portfolio in Q3 2026, its #80 holding.
Provident Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
Provident Wealth Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $135K in Q2 2026.
64 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.