AIM
FESM icon

Advyzon Investment Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Advyzon Investment Management’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$549K Buy
+14,459
New +$569K 0.05% 368

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advyzon Investment Management's FESM Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026: 14,459 shares worth $549K. The stake represents 0.05% of the portfolio and ranks #368 among its holdings.

208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Advyzon Investment Management held 14,459 shares of Fidelity Enhanced Small Cap Core ETF worth $549K as of Q1 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Advyzon Investment Management position in Q1 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #368 holding.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.