Fidelity Fundamental Small-Mid Cap ETF (FFSM) Institutional Ownership $28.75 +1.37 (+5.00%) As of 03:57 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesOwnership Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$20.20MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$192.98K Get FFSM Insider Trade Alerts Want to know when executives and insiders are buying or selling Fidelity Fundamental Small-Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data FFSM Institutional Buying and Selling by Quarter Fidelity Fundamental Small-Mid Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/23/2025Evernest Financial Advisors LLC354,974$9.54M2.5%+36.3%13.759% 1/21/2025 MFA Wealth Services16,895$454K0.4%N/A0.655% 1/15/2025 Sax Wealth Advisors LLC53,747$1.45M0.1%N/A2.083% 1/14/2025 San Luis Wealth Advisors LLC185,846$5.00M0.9%-3.7%7.203% 1/3/2025 Dentgroup LLC46,350$1.25M1.0%+3.0%1.797% 12/30/2024SK Wealth Management LLC83,521$2.25M0.9%N/A3.237% 12/26/2024JPMorgan Chase & Co.44,427$1.22M0.0%+29.8%1.722% 11/15/2024National Bank of Canada FI5,000$137K0.0%N/A0.194% 11/5/2024Harbour Investments Inc.21,616$593K0.0%N/A0.838% 10/21/2024Evernest Financial Advisors LLC260,415$7.15M1.9%N/A10.094% 10/9/2024 San Luis Wealth Advisors LLC193,036$5.30M1.1%N/A7.482% (Data available from 1/1/2016 forward) FFSM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of FFSM shares? During the previous two years, 9 institutional investors and hedge funds held shares of Fidelity Fundamental Small-Mid Cap ETF. The most heavily invested institutionals were Evernest Financial Advisors LLC ($9.54M), San Luis Wealth Advisors LLC ($5.00M), SK Wealth Management LLC ($2.25M), Sax Wealth Advisors LLC ($1.45M), Dentgroup LLC ($1.25M), JPMorgan Chase & Co. ($1.22M), and Harbour Investments Inc. ($593K).Learn more on FFSM's institutional investors. Which institutional investors have been buying Fidelity Fundamental Small-Mid Cap ETF stock? Of the 9 institutional investors that purchased Fidelity Fundamental Small-Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Evernest Financial Advisors LLC ($354.97K), San Luis Wealth Advisors LLC ($193.04K), SK Wealth Management LLC ($83.52K), Sax Wealth Advisors LLC ($53.75K), Harbour Investments Inc. ($21.62K), MFA Wealth Services ($16.90K), and JPMorgan Chase & Co. ($10.20K). How much institutional buying is happening at Fidelity Fundamental Small-Mid Cap ETF? Institutional investors have bought a total of 740,339 shares in the last 24 months. This purchase volume represents approximately $20.20M in transactions. Which Fidelity Fundamental Small-Mid Cap ETF major shareholders have been selling company stock? The following institutional investors have sold Fidelity Fundamental Small-Mid Cap ETF stock in the last 24 months: San Luis Wealth Advisors LLC ($7.19K). How much institutional selling is happening at Fidelity Fundamental Small-Mid Cap ETF? Institutional investors have sold a total of 7,190 shares in the last 24 months. This volume of shares sold represents approximately $192.98K in transactions. Related Companies WisdomTree U.S. Quality Growth Fund Institutional Ownership Fidelity Small-Mid Multifactor ETF Institutional Ownership T. Rowe Price Small-Mid Cap ETF Institutional Ownership Congress SMid Growth ETF Institutional Ownership Neuberger Berman Small-Mid Cap ETF Institutional Ownership Zacks Small/Mid Cap Core Portfolio ETF Institutional Ownership First Trust SMID Capital Strength ETF Institutional Ownership Matthews China Discovery Active ETF Institutional Ownership This page (BATS:FFSM) was last updated on 1/23/2025 by MarketBeat.com Staff From Our PartnersCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode in 2025! Trump could trigger THIS crypto coin… Crypto 101 Media | Sponsored$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | SponsoredVladimir Lenin was right…The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...Porter & Company | SponsoredBuy this coin BEFORE Inauguration Day …Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...Weiss Ratings | SponsoredMost People Are Dead Wrong.Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...Brownstone Research | SponsoredElon’s New AI Firm REVEALEDNvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...Paradigm Press | SponsoredTrump’s Inauguration Shocker: “Move Your Cash Now”Just in the first week after Trump's win, many stocks jumped by double and even triple digits. But now he's...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Fidelity Fundamental Small-Mid Cap ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Fidelity Fundamental Small-Mid Cap ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
