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 Q3	$1.78K	Buy	+53	New	+$1.93K	﹤0.01%	2698
2026 Q2	–	Sell	-53	Closed	-$1.68K	–	3282
2026 Q1	$1.68K	Buy	+53	New	+$1.74K	﹤0.01%	2390

Other funds holding FFSM

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

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Root Financial Partners's FFSM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q3 2026: 53 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #2698 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FFSM as recently as Q1 2026.

Root Financial Partners first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Root Financial Partners held 53 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.78K as of Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2698 holding.
Root Financial Partners first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
53 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.