Essex Financial Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Essex Financial Services’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 Q2	$846K	Buy	17,529 +5,540	+46%	+$244K	0.04%	360
2026 Q1	$456K	Buy	11,989 +4,532	+61%	+$178K	0.03%	480
2025 Q4	$282K	Buy	7,457 +568	+8%	+$21.2K	0.02%	624
2025 Q3	$252K	Buy	6,889 +9	+0.1%	+$309	0.02%	623
2025 Q2	$220K	Buy	+6,880	New	+$204K	0.01%	635

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Essex Financial Services's FESM Position: Q2 2026 in Review

Essex Financial Services increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 46% in Q2 2026, buying an estimated $244K and bringing the position to 17,529 shares worth $846K. The position accounts for 0.04% of the portfolio, ranked #360.

Essex Financial Services first reported a position in FESM in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Essex Financial Services held 17,529 shares of Fidelity Enhanced Small Cap Core ETF worth $846K as of Q2 2026.
Essex Financial Services bought 5,540 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $244K.
Fidelity Enhanced Small Cap Core ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #360 holding.
Essex Financial Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.