Fidelity Fundamental Small-Mid Cap ETF $FFSM Stock Holdings Trimmed by Evernest Financial Advisors LLC

Evernest Financial Advisors LLC reduced its position in Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM) by 32.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 272,082 shares of the company’s stock after selling 130,061 shares during the period. Fidelity Fundamental Small-Mid Cap ETF accounts for approximately 2.0% of Evernest Financial Advisors LLC’s holdings, making the stock its 16th biggest holding. Evernest Financial Advisors LLC’s holdings in Fidelity Fundamental Small-Mid Cap ETF were worth $9,602,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of FFSM. Wealth Enhancement Advisory Services LLC acquired a new position in shares of Fidelity Fundamental Small-Mid Cap ETF in the 4th quarter worth approximately $513,000. Pines Wealth Management LLC bought a new stake in shares of Fidelity Fundamental Small-Mid Cap ETF in the 4th quarter valued at approximately $604,000. Retirement Planning Group LLC raised its position in shares of Fidelity Fundamental Small-Mid Cap ETF by 354.9% during the 4th quarter. Retirement Planning Group LLC now owns 51,833 shares of the company’s stock valued at $1,591,000 after acquiring an additional 40,439 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Fidelity Fundamental Small-Mid Cap ETF by 32.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 65,343 shares of the company’s stock valued at $1,909,000 after acquiring an additional 16,096 shares in the last quarter. Finally, RFG Advisory LLC raised its position in shares of Fidelity Fundamental Small-Mid Cap ETF by 80.2% during the 4th quarter. RFG Advisory LLC now owns 706,371 shares of the company’s stock valued at $21,679,000 after acquiring an additional 314,429 shares in the last quarter.

Fidelity Fundamental Small-Mid Cap ETF Price Performance

Shares of FFSM opened at $36.58 on Tuesday. The stock has a market capitalization of $932.79 million, a PE ratio of 16.79 and a beta of 1.09. The business’s fifty day moving average price is $36.51 and its 200 day moving average price is $34.23. Fidelity Fundamental Small-Mid Cap ETF has a 12-month low of $26.83 and a 12-month high of $38.42.

About Fidelity Fundamental Small-Mid Cap ETF

The Fidelity Fundamental Small-Mid Cap ETF (FFSM) is an exchange-traded fund that mostly invests in extended market equity. The fund is an actively managed, non-transparent ETF that invests in global stocks with small to medium capitalization. The fund utilizes the Fidelity non-transparent model. FFSM was launched on Feb 2, 2021 and is issued by Fidelity.