D.A. Davidson & Co’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

D.A. Davidson & Co’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 Q3	$2.5M	Buy	+55,584	New	+$2.62M	0.01%	666

Other funds holding FESM

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

IAS

Investment Advisory Services The Woodlands, Texas $355M AUM 19.46% 1-Year Est. Return

D.A. Davidson & Co's FESM Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2026: 55,584 shares worth $2.5M. The stake represents 0.01% of the portfolio and ranks #666 among its holdings.

101 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

D.A. Davidson & Co held 55,584 shares of Fidelity Enhanced Small Cap Core ETF worth $2.5M as of Q3 2026.
Fidelity Enhanced Small Cap Core ETF was a new D.A. Davidson & Co position in Q3 2026.
Fidelity Enhanced Small Cap Core ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #666 holding.
101 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.