Ameritas Advisory Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-1,550	Closed	-$56.7K	–	1322
2025 Q3	$56.7K	Sell	1,550 -863	-36%	-$29.6K	﹤0.01%	1030
2025 Q2	$77.2K	Buy	+2,413	New	+$71.7K	﹤0.01%	1093

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameritas Advisory Services's FESM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q4 2025, closing a stake of 1,550 shares — an estimated $56.7K sold.

Ameritas Advisory Services first reported a position in FESM in Q2 2025 and held it in 2 quarters. The position peaked at $77.2K in Q2 2025. 183 funds tracked by Wall St. Rank hold FESM as of Q4 2025.

Ameritas Advisory Services reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,550 Fidelity Enhanced Small Cap Core ETF shares in Q4 2025, an estimated $56.7K.
Ameritas Advisory Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and held it in 2 quarters.
Ameritas Advisory Services's Fidelity Enhanced Small Cap Core ETF position peaked at $77.2K in Q2 2025.
183 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.