Creative Planning Invests $595,000 in Fidelity Fundamental Small-Mid Cap ETF $FFSM

Creative Planning purchased a new stake in Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 21,895 shares of the company’s stock, valued at approximately $595,000. Creative Planning owned approximately 0.09% of Fidelity Fundamental Small-Mid Cap ETF at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of FFSM. Benjamin Edwards Inc. grew its holdings in shares of Fidelity Fundamental Small-Mid Cap ETF by 6.8% during the first quarter. Benjamin Edwards Inc. now owns 11,481 shares of the company’s stock valued at $290,000 after buying an additional 734 shares during the last quarter. Harbour Investments Inc. raised its stake in shares of Fidelity Fundamental Small-Mid Cap ETF by 5.7% during the 2nd quarter. Harbour Investments Inc. now owns 23,088 shares of the company’s stock worth $628,000 after purchasing an additional 1,235 shares during the period. Provident Wealth Management LLC boosted its stake in Fidelity Fundamental Small-Mid Cap ETF by 77.4% in the second quarter. Provident Wealth Management LLC now owns 2,869 shares of the company’s stock valued at $78,000 after acquiring an additional 1,252 shares during the last quarter. Bulwark Capital Corp purchased a new position in Fidelity Fundamental Small-Mid Cap ETF in the second quarter valued at approximately $69,000. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of Fidelity Fundamental Small-Mid Cap ETF by 106.0% during the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 5,290 shares of the company’s stock worth $134,000 after acquiring an additional 2,722 shares during the period.

Fidelity Fundamental Small-Mid Cap ETF Stock Up 10.1%

FFSM opened at $31.01 on Friday. Fidelity Fundamental Small-Mid Cap ETF has a twelve month low of $21.80 and a twelve month high of $29.71. The firm has a 50-day moving average price of $29.56 and a 200-day moving average price of $28.35. The company has a market capitalization of $790.78 million, a price-to-earnings ratio of 16.79 and a beta of 1.09.

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.