RA
FFSM icon

RFG Advisory’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

RFG Advisory’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 		$29M Sell
759,366
-83,817
-10% -$2.99M 0.45% 29
2026
Q1 		$26.9M Buy
843,183
+136,812
+19% +$4.48M 0.5% 28
2025
Q4 		$21.7M Buy
706,371
+314,429
+80% +$9.44M 0.41% 39
2025
Q3 		$11.4M Buy
391,942
+42,715
+12% +$1.21M 0.24% 70
2025
Q2 		$9.5M Buy
+349,227
New +$8.91M 0.22% 78

Other funds holding FFSM

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return