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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
KL
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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Wealth Quarterback's FFSM Position: Q1 2026 in Review

Wealth Quarterback reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 24% in Q1 2026, selling an estimated $134K and leaving 13,244 shares worth $423K. The position accounts for 0.17% of the portfolio, ranked #96.

Wealth Quarterback first reported a position in FFSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.08M in Q3 2025. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Wealth Quarterback held 13,244 shares of Fidelity Fundamental Small-Mid Cap ETF worth $423K as of Q1 2026.
  • Wealth Quarterback sold 4,105 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $134K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.17% of Wealth Quarterback's portfolio in Q1 2026, its #96 holding.
  • Wealth Quarterback first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealth Quarterback's Fidelity Fundamental Small-Mid Cap ETF position peaked at $4.08M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.