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Ancora Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Ancora Advisors’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 		$28.2K Buy
742
+42
+6% +$1.65K ﹤0.01% 1384
2025
Q4 		$26.4K Buy
+700
New +$26.1K ﹤0.01% 1417

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

Ancora Advisors's FESM Position: Q1 2026 in Review

Ancora Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 6% in Q1 2026, buying an estimated $1.65K and bringing the position to 742 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Ancora Advisors first reported a position in FESM in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Ancora Advisors held 742 shares of Fidelity Enhanced Small Cap Core ETF worth $28.2K as of Q1 2026.
  • Ancora Advisors bought 42 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $1.65K.
  • Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1384 holding.
  • Ancora Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.