Cambridge Investment Research Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Cambridge Investment Research 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	$9.01M	Buy	237,178 +60,085	+34%	+$2.36M	0.02%	655
2025 Q4	$6.69M	Buy	177,093 +38,199	+28%	+$1.42M	0.02%	772
2025 Q3	$5.08M	Sell	138,894 -1,330	-0.9%	-$45.7K	0.01%	906
2025 Q2	$4.49M	Sell	140,224 -3,503	-2%	-$104K	0.01%	912
2025 Q1	$4.24M	Buy	143,727 +83,426	+138%	+$2.67M	0.01%	891
2024 Q4	$1.95M	Buy	60,301 +11,387	+23%	+$381K	0.01%	1373
2024 Q3	$1.57M	Buy	48,914 +32,034	+190%	+$989K	0.01%	1541
2024 Q2	$491K	Buy	16,880 +7,321	+77%	+$211K	﹤0.01%	2314
2024 Q1	$287K	Buy	9,559 +2,215	+30%	+$63K	﹤0.01%	2730
2023 Q4	$207K	Buy	+7,344	New	+$194K	﹤0.01%	2874

Other funds holding FESM

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

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

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

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 Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors's FESM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 34% in Q1 2026, buying an estimated $2.36M and bringing the position to 237,178 shares worth $9.01M. The position accounts for 0.02% of the portfolio, ranked #655.

Cambridge Investment Research Advisors first reported a position in FESM in Q4 2023 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

Cambridge Investment Research Advisors held 237,178 shares of Fidelity Enhanced Small Cap Core ETF worth $9.01M as of Q1 2026.
Cambridge Investment Research Advisors bought 60,085 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $2.36M.
Fidelity Enhanced Small Cap Core ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #655 holding.
Cambridge Investment Research Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.