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 Q3	$3.85M	Sell	113,576 -17,931	-14%	-$654K	0.01%	1252
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's FFSM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 14% in Q3 2026, selling an estimated $654K and leaving 113,576 shares worth $3.85M. The position accounts for 0.01% of the portfolio, ranked #1252.

Wealth Enhancement Advisory Services first reported a position in FFSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.85M in Q2 2026. 91 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Wealth Enhancement Advisory Services held 113,576 shares of Fidelity Fundamental Small-Mid Cap ETF worth $3.85M as of Q3 2026.
Wealth Enhancement Advisory Services sold 17,931 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $654K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1252 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's Fidelity Fundamental Small-Mid Cap ETF position peaked at $4.85M in Q2 2026.
91 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.