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Steward Partners Investment Advisory’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Steward Partners Investment Advisory’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 		$5.88K Buy
+154
New +$5.5K ﹤0.01% 3910

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $165M AUM 23.53% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Steward Partners Investment Advisory's FFSM Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026: 154 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #3910 among its holdings.

81 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Steward Partners Investment Advisory held 154 shares of Fidelity Fundamental Small-Mid Cap ETF worth $5.88K as of Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3910 holding.
  • 81 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.