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

Wealth Quarterback’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	$419K	Buy	12,398 +13	+0.1%	+$474	0.13%	103
2026 Q2	$473K	Sell	12,385 -859	-6%	-$30.6K	0.15%	99
2026 Q1	$423K	Sell	13,244 -4,105	-24%	-$134K	0.17%	96
2025 Q4	$532K	Sell	17,349 -122,278	-88%	-$3.67M	0.19%	81
2025 Q3	$4.08M	Buy	139,627 +5,713	+4%	+$162K	1.58%	12
2025 Q2	$3.64M	Sell	133,914 -5,522	-4%	-$141K	1.73%	11
2025 Q1	$3.52M	Buy	+139,436	New	+$3.76M	1.98%	7

Other funds holding FFSM

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

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

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Wealth Quarterback's FFSM Position: Q3 2026 in Review

Wealth Quarterback increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.1% in Q3 2026, buying an estimated $474 and bringing the position to 12,398 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #103.

Wealth Quarterback first reported a position in FFSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.08M in Q3 2025. 25 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Wealth Quarterback held 12,398 shares of Fidelity Fundamental Small-Mid Cap ETF worth $419K as of Q3 2026.
Wealth Quarterback bought 13 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $474.
Fidelity Fundamental Small-Mid Cap ETF made up 0.13% of Wealth Quarterback's portfolio in Q3 2026, its #103 holding.
Wealth Quarterback first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Quarterback's Fidelity Fundamental Small-Mid Cap ETF position peaked at $4.08M in Q3 2025.
25 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.