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

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

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.