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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Provident Wealth Management's FFSM Position: Q1 2026 in Review

Provident Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 6.8% in Q1 2026, buying an estimated $7.17K and bringing the position to 3,440 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #98.

Provident Wealth Management first reported a position in FFSM in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

Provident Wealth Management held 3,440 shares of Fidelity Fundamental Small-Mid Cap ETF worth $110K as of Q1 2026.
Provident Wealth Management bought 219 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $7.17K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.03% of Provident Wealth Management's portfolio in Q1 2026, its #98 holding.
Provident Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.