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 Q2	$2.26M	Buy	59,144 +21,318	+56%	+$761K	0.06%	332
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

Sigma Planning Corp's FFSM Position: Q2 2026 in Review

Sigma Planning Corp increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 56% in Q2 2026, buying an estimated $761K and bringing the position to 59,144 shares worth $2.26M. The position accounts for 0.06% of the portfolio, ranked #332.

Sigma Planning Corp first reported a position in FFSM in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Sigma Planning Corp held 59,144 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.26M as of Q2 2026.
Sigma Planning Corp bought 21,318 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $761K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #332 holding.
Sigma Planning Corp first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.