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Fourth Dimension Wealth’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Fourth Dimension Wealth’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 		– Sell
-20
Closed -$756 – 610
2025
Q4 		$756 Hold
20
– – ﹤0.01% 559
2025
Q3 		$731 Hold
20
– – ﹤0.01% 550
2025
Q2 		$640 Hold
20
– – ﹤0.01% 562
2025
Q1 		$590 Hold
20
– – ﹤0.01% 581
2024
Q4 		$647 Buy
+20
New +$670 ﹤0.01% 584

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fourth Dimension Wealth's FESM Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026, closing a stake of 20 shares — an estimated $756 sold.

Fourth Dimension Wealth first reported a position in FESM in Q4 2024 and held it in 5 quarters. The position peaked at $756 in Q4 2025. 209 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Fourth Dimension Wealth reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 20 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $756.
  • Fourth Dimension Wealth first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2024 and held it in 5 quarters.
  • Fourth Dimension Wealth's Fidelity Enhanced Small Cap Core ETF position peaked at $756 in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.