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Cetera Advisor Networks’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$600K Buy
19,976
+1,200
+6% +$34.1K ﹤0.01% 1800
2023
Q4 		$529K Buy
+18,776
New +$496K ﹤0.01% 1833

Other funds holding FESM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Advisor Networks's FESM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 6.4% in Q1 2024, buying an estimated $34.1K and bringing the position to 19,976 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Cetera Advisor Networks first reported a position in FESM in Q4 2023 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold FESM as of Q1 2024.

  • Cetera Advisor Networks held 19,976 shares of Fidelity Enhanced Small Cap Core ETF worth $600K as of Q1 2024.
  • Cetera Advisor Networks bought 1,200 Fidelity Enhanced Small Cap Core ETF shares in Q1 2024, an estimated $34.1K.
  • Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1800 holding.
  • Cetera Advisor Networks first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.