EverSource Wealth Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

EverSource Wealth 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	$46K	Buy	1,211 +3	+0.2%	+$118	﹤0.01%	1955
2025 Q4	$45.7K	Buy	1,208 +2	+0.2%	+$75	﹤0.01%	1800
2025 Q3	$44.1K	Buy	1,206 +2	+0.2%	+$69	﹤0.01%	1792
2025 Q2	$38.5K	Buy	1,204 +1	+0.1%	+$30	﹤0.01%	1795
2025 Q1	$35.5K	Buy	1,203 +6	+0.5%	+$192	﹤0.01%	1408
2024 Q4	$38.7K	Buy	1,197 +6	+0.5%	+$201	﹤0.01%	1302
2024 Q3	$38.3K	Buy	1,191 +2	+0.2%	+$62	﹤0.01%	1180
2024 Q2	$38.2K	Buy	1,189 +2	+0.2%	+$58	﹤0.01%	1220
2024 Q1	$33.2K	Buy	1,187 +4	+0.3%	+$114	﹤0.01%	1145
2023 Q4	$33.3K	Buy	+1,183	New	+$31.3K	﹤0.01%	1055

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

EverSource Wealth Advisors's FESM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 0.25% in Q1 2026, buying an estimated $118 and bringing the position to 1,211 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

EverSource Wealth 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.

EverSource Wealth Advisors held 1,211 shares of Fidelity Enhanced Small Cap Core ETF worth $46K as of Q1 2026.
EverSource Wealth Advisors bought 3 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $118.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1955 holding.
EverSource Wealth 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.