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Sigma Planning Corp’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Sigma Planning Corp’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 		$1.21M Buy
37,826
+12,001
+46% +$393K 0.03% 496
2025
Q4 		$793K Buy
25,825
+3,057
+13% +$91.8K 0.02% 620
2025
Q3 		$665K Buy
+22,768
New +$646K 0.02% 698

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 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 $873M AUM 16.22% 1-Year Est. Return

Sigma Planning Corp's FFSM Position: Q1 2026 in Review

Sigma Planning Corp increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 46% in Q1 2026, buying an estimated $393K and bringing the position to 37,826 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #496.

Sigma Planning Corp 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.

  • Sigma Planning Corp held 37,826 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.21M as of Q1 2026.
  • Sigma Planning Corp bought 12,001 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $393K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #496 holding.
  • Sigma Planning Corp 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 Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.