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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$634K Buy
13,137
+1,039
+9% +$45.7K 0.15% 86
2026
Q1
$460K Buy
12,098
+2
+0% +$79 0.13% 101
2025
Q4
$457K Buy
12,096
+144
+1% +$5.37K 0.12% 103
2025
Q3
$437K Buy
11,952
+197
+2% +$6.77K 0.12% 106
2025
Q2
$376K Sell
11,755
-1,560
-12% -$46.4K 0.11% 107
2025
Q1
$393K Buy
13,315
+1,461
+12% +$46.8K 0.13% 92
2024
Q4
$383K Buy
11,854
+527
+5% +$17.6K 0.13% 94
2024
Q3
$364K Buy
11,327
+324
+3% +$10K 0.13% 99
2024
Q2
$320K Buy
11,003
+289
+3% +$8.35K 0.12% 104
2024
Q1
$322K Buy
10,714
+14
+0.1% +$398 0.12% 101
2023
Q4
$301K Buy
+10,700
New +$283K 0.12% 106

Other funds holding FESM

Financial Perspectives's FESM Position: Q2 2026 in Review

Financial Perspectives increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 8.6% in Q2 2026, buying an estimated $45.7K and bringing the position to 13,137 shares worth $634K. The position accounts for 0.15% of the portfolio, ranked #86.

Financial Perspectives first reported a position in FESM in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Financial Perspectives held 13,137 shares of Fidelity Enhanced Small Cap Core ETF worth $634K as of Q2 2026.
  • Financial Perspectives bought 1,039 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $45.7K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.15% of Financial Perspectives's portfolio in Q2 2026, its #86 holding.
  • Financial Perspectives first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.