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

Focus Financial Network’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	$35.2M	Buy	783,107 +11,559	+1%	+$545K	1.07%	16
2026 Q2	$37.3M	Buy	771,548 +43,768	+6%	+$1.92M	1.15%	16
2026 Q1	$27.7M	Buy	727,780 +666,885	+1,095%	+$26.2M	0.99%	18
2025 Q4	$2.3M	Buy	+60,895	New	+$2.27M	0.08%	191

Other funds holding FESM

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

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

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

Focus Financial Network's FESM Position: Q3 2026 in Review

Focus Financial Network increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 1.5% in Q3 2026, buying an estimated $545K and bringing the position to 783,107 shares worth $35.2M. The position accounts for 1.07% of the portfolio, ranked #16.

Focus Financial Network first reported a position in FESM in Q4 2025 and has held it in 4 quarters since. The position peaked at $37.3M in Q2 2026. 48 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

Focus Financial Network held 783,107 shares of Fidelity Enhanced Small Cap Core ETF worth $35.2M as of Q3 2026.
Focus Financial Network bought 11,559 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $545K.
Fidelity Enhanced Small Cap Core ETF made up 1.07% of Focus Financial Network's portfolio in Q3 2026, its #16 holding.
Focus Financial Network first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 4 quarters since.
Focus Financial Network's Fidelity Enhanced Small Cap Core ETF position peaked at $37.3M in Q2 2026.
48 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.