EH
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Equitable Holdings’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Equitable Holdings’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 		$5.48M Buy
145,081
+27,523
+23% +$1.08M 0.04% 408
2025
Q4 		$4.44M Buy
117,558
+93,231
+383% +$3.48M 0.03% 407
2025
Q3 		$889K Buy
24,327
+9,904
+69% +$340K 0.01% 865
2025
Q2 		$461K Buy
+14,423
New +$429K ﹤0.01% 1030

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

Equitable Holdings's FESM Position: Q1 2026 in Review

Equitable Holdings increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 23% in Q1 2026, buying an estimated $1.08M and bringing the position to 145,081 shares worth $5.48M. The position accounts for 0.04% of the portfolio, ranked #408.

Equitable Holdings first reported a position in FESM in Q2 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Equitable Holdings held 145,081 shares of Fidelity Enhanced Small Cap Core ETF worth $5.48M as of Q1 2026.
  • Equitable Holdings bought 27,523 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $1.08M.
  • Fidelity Enhanced Small Cap Core ETF made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #408 holding.
  • Equitable Holdings first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.