Farther Finance Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Farther Finance 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 Q2	$2.6M	Sell	53,796 -13,855	-20%	-$609K	0.02%	629
2026 Q1	$2.59M	Buy	67,651 +16,378	+32%	+$645K	0.02%	542
2025 Q4	$1.94M	Buy	51,273 +30,557	+148%	+$1.14M	0.02%	594
2025 Q3	$757K	Buy	20,716 +19,593	+1,745%	+$673K	0.01%	865
2025 Q2	$35.9K	Buy	+1,123	New	+$33.4K	﹤0.01%	2313

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

Farther Finance Advisors's FESM Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 20% in Q2 2026, selling an estimated $609K and leaving 53,796 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #629.

Farther Finance Advisors first reported a position in FESM in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Farther Finance Advisors held 53,796 shares of Fidelity Enhanced Small Cap Core ETF worth $2.6M as of Q2 2026.
Farther Finance Advisors sold 13,855 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $609K.
Fidelity Enhanced Small Cap Core ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #629 holding.
Farther Finance Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.