Creative Planning Acquires Shares of 21,895 Fidelity Fundamental Small-Mid Cap ETF $FFSM

Creative Planning purchased a new position in Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 21,895 shares of the company’s stock, valued at approximately $595,000.

Other institutional investors have also added to or reduced their stakes in the company. Jane Street Group LLC bought a new position in shares of Fidelity Fundamental Small-Mid Cap ETF in the first quarter worth about $19,395,000. RFG Advisory LLC purchased a new stake in shares of Fidelity Fundamental Small-Mid Cap ETF during the second quarter valued at about $9,495,000. Menora Mivtachim Holdings LTD. purchased a new stake in Fidelity Fundamental Small-Mid Cap ETF during the first quarter valued at approximately $3,681,000. Kerntke Otto McGlone Wealth Management Group lifted its holdings in shares of Fidelity Fundamental Small-Mid Cap ETF by 18.4% during the 2nd quarter. Kerntke Otto McGlone Wealth Management Group now owns 502,919 shares of the company’s stock valued at $13,674,000 after purchasing an additional 78,094 shares during the last quarter. Finally, Sax Wealth Advisors LLC boosted its holdings in Fidelity Fundamental Small-Mid Cap ETF by 89.0% in the first quarter. Sax Wealth Advisors LLC now owns 101,605 shares of the company’s stock worth $2,565,000 after acquiring an additional 47,858 shares in the last quarter.

Fidelity Fundamental Small-Mid Cap ETF Stock Up 10.1%

FFSM stock opened at $31.01 on Friday. Fidelity Fundamental Small-Mid Cap ETF has a 52 week low of $21.80 and a 52 week high of $29.71. The firm has a 50 day moving average of $29.56 and a 200 day moving average of $28.35. The stock has a market capitalization of $790.78 million, a PE ratio of 16.79 and a beta of 1.09.

Fidelity Fundamental Small-Mid Cap ETF Profile

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.