SK Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

SK Wealth Management’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	$5.66M	Buy	174,090 +1,818	+1%	+$59.5K	1.57%	17
2025 Q4	$5.63M	Buy	172,272 +13,095	+8%	+$393K	1.57%	15
2025 Q3	$4.62M	Buy	159,177 +6,046	+4%	+$171K	1.72%	14
2025 Q2	$4.26M	Buy	153,131 +27,282	+22%	+$696K	1.85%	13
2025 Q1	$2.89M	Buy	125,849 +41,408	+49%	+$1.12M	1.55%	12
2024 Q4	$2.27M	Buy	84,441 +920	+1%	+$25.7K	1.16%	16
2024 Q3	$2.25M	Buy	+83,521	New	+$2.19M	1.15%	14

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Novem Group Rochester, New York $873M AUM 16.22% 1-Year Est. Return

SK Wealth Management's FFSM Position: Q1 2026 in Review

SK Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 1.1% in Q1 2026, buying an estimated $59.5K and bringing the position to 174,090 shares worth $5.66M. The position accounts for 1.57% of the portfolio, ranked #17.

SK Wealth Management first reported a position in FFSM in Q3 2024 and has held it in 7 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

SK Wealth Management held 174,090 shares of Fidelity Fundamental Small-Mid Cap ETF worth $5.66M as of Q1 2026.
SK Wealth Management bought 1,818 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $59.5K.
Fidelity Fundamental Small-Mid Cap ETF made up 1.57% of SK Wealth Management's portfolio in Q1 2026, its #17 holding.
SK Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.