Wealth Enhancement Advisory Services’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Wealth Enhancement Advisory Services’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	$4.85M	Buy	131,507 +33,358	+34%	+$1.19M	0.01%	1021
2026 Q1	$3.18M	Buy	98,149 +82,084	+511%	+$2.69M	0.01%	1142
2025 Q4	$513K	Buy	+16,065	New	+$483K	﹤0.01%	2458
2025 Q3	–	Sell	-8,428	Closed	-$235K	–	3720
2025 Q2	$235K	Buy	+8,428	New	+$215K	﹤0.01%	2858

Other funds holding FFSM

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

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

MWS

MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's FFSM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 34% in Q2 2026, buying an estimated $1.19M and bringing the position to 131,507 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #1021.

Wealth Enhancement Advisory Services first reported a position in FFSM in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Wealth Enhancement Advisory Services held 131,507 shares of Fidelity Fundamental Small-Mid Cap ETF worth $4.85M as of Q2 2026.
Wealth Enhancement Advisory Services bought 33,358 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $1.19M.
Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1021 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.