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Garton & Associates Financial Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-376
Closed -$14.2K – 314
2025
Q4 		$14.2K Buy
+376
New +$14K 0.01% 743

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

Garton & Associates Financial Advisors's FESM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026, closing a stake of 376 shares — an estimated $14.2K sold.

Garton & Associates Financial Advisors first reported a position in FESM in Q4 2025 and held it in 1 quarter. The position peaked at $14.2K in Q4 2025. 209 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 376 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $14.2K.
  • Garton & Associates Financial Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Fidelity Enhanced Small Cap Core ETF position peaked at $14.2K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.