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Root Financial Partners’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Root Financial Partners’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 		– Sell
-53
Closed -$1.68K – 3282
2026
Q1 		$1.68K Buy
+53
New +$1.74K ﹤0.01% 2390

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

Root Financial Partners's FFSM Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026, closing a stake of 53 shares — an estimated $1.68K sold.

Root Financial Partners first reported a position in FFSM in Q1 2026 and held it in 1 quarter. The position peaked at $1.68K in Q1 2026. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 53 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $1.68K.
  • Root Financial Partners first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Fidelity Fundamental Small-Mid Cap ETF position peaked at $1.68K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.