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 Q1	$1.68K	Buy	+53	New	+$1.74K	﹤0.01%	2390

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 $71.6B AUM 21.08% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $119M AUM

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

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

Root Financial Partners's FFSM Position: Q1 2026 in Review

Root Financial Partners opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q1 2026: 53 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings.

75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

Root Financial Partners held 53 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.68K as of Q1 2026.
Fidelity Fundamental Small-Mid Cap ETF was a new Root Financial Partners position in Q1 2026.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2390 holding.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.