Sunbelt Securities’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Sunbelt Securities’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	$17.4K	Hold	545	–	–	﹤0.01%	1330
2025 Q4	$16.7K	Buy	545 +500	+1,111%	+$15K	﹤0.01%	1306
2025 Q3	$1.31K	Buy	45 +44	+4,400%	+$1.25K	﹤0.01%	1982
2025 Q2	$14	Buy	+1	New	+$26	﹤0.01%	1796
2025 Q1	–	Sell	-1	Closed	-$14	–	1911
2024 Q4	$14	Hold	1	–	–	﹤0.01%	1801
2024 Q3	$14	Hold	1	–	–	﹤0.01%	1837
2024 Q2	$13	Hold	1	–	–	﹤0.01%	1756
2024 Q1	$14	Hold	1	–	–	﹤0.01%	1720
2023 Q4	$12	Hold	1	–	–	﹤0.01%	1689
2023 Q3	$11	Hold	1	–	–	﹤0.01%	1755
2023 Q2	$11	Hold	1	–	–	﹤0.01%	1685
2023 Q1	$11	Buy	+1	New	+$21	﹤0.01%	1634

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 $165M AUM 23.53% 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 $988M AUM 20.85% 1-Year Est. Return

Sunbelt Securities's FFSM Position: Q1 2026 in Review

Sunbelt Securities held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q1 2026 at 545 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Sunbelt Securities first reported a position in FFSM in Q1 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

Sunbelt Securities held 545 shares of Fidelity Fundamental Small-Mid Cap ETF worth $17.4K as of Q1 2026.
Sunbelt Securities left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q1 2026.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1330 holding.
Sunbelt Securities first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2023 and has held it in 12 quarters since.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.