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 Q3	$2.55M	Buy	56,673 +2,877	+5%	+$136K	0.02%	666
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

FHC

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

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's FESM Position: Q3 2026 in Review

Farther Finance Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 5.3% in Q3 2026, buying an estimated $136K and bringing the position to 56,673 shares worth $2.55M. The position accounts for 0.02% of the portfolio, ranked #666.

Farther Finance Advisors first reported a position in FESM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.6M in Q2 2026. 11 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

Farther Finance Advisors held 56,673 shares of Fidelity Enhanced Small Cap Core ETF worth $2.55M as of Q3 2026.
Farther Finance Advisors bought 2,877 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $136K.
Fidelity Enhanced Small Cap Core ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #666 holding.
Farther Finance Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 6 quarters since.
Farther Finance Advisors's Fidelity Enhanced Small Cap Core ETF position peaked at $2.6M in Q2 2026.
11 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.