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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWS

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

PWM

Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return

Wealth Quarterback's FFSM Position: Q2 2026 in Review

Wealth Quarterback reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 6.5% in Q2 2026, selling an estimated $30.6K and leaving 12,385 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #99.

Wealth Quarterback first reported a position in FFSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.08M in Q3 2025. 22 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Wealth Quarterback held 12,385 shares of Fidelity Fundamental Small-Mid Cap ETF worth $473K as of Q2 2026.
Wealth Quarterback sold 859 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $30.6K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.15% of Wealth Quarterback's portfolio in Q2 2026, its #99 holding.
Wealth Quarterback first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Quarterback's Fidelity Fundamental Small-Mid Cap ETF position peaked at $4.08M in Q3 2025.
22 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.