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Retirement Planning Group (Kansas)’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Retirement Planning Group (Kansas)’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 		$3.31M Buy
103,645
+51,812
+100% +$1.7M 0.1% 90
2025
Q4 		$1.59M Buy
51,833
+40,439
+355% +$1.21M 0.05% 143
2025
Q3 		$333K Buy
+11,394
New +$323K 0.01% 313

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

Retirement Planning Group (Kansas)'s FFSM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 100% in Q1 2026, buying an estimated $1.7M and bringing the position to 103,645 shares worth $3.31M. The position accounts for 0.1% of the portfolio, ranked #90.

Retirement Planning Group (Kansas) first reported a position in FFSM in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Retirement Planning Group (Kansas) held 103,645 shares of Fidelity Fundamental Small-Mid Cap ETF worth $3.31M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 51,812 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $1.7M.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #90 holding.
  • Retirement Planning Group (Kansas) first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.