HighTower Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

HighTower 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 Q2	$1.49M	Buy	30,881 +2,478	+9%	+$109K	﹤0.01%	1972
2026 Q1	$1.08M	Sell	28,403 -1,723	-6%	-$67.8K	﹤0.01%	2129
2025 Q4	$1.14M	Buy	30,126 +10,596	+54%	+$395K	﹤0.01%	2025
2025 Q3	$714K	Buy	19,530 +3,073	+19%	+$106K	﹤0.01%	2344
2025 Q2	$526K	Buy	16,457 +3,570	+28%	+$106K	﹤0.01%	2479
2025 Q1	$380K	Sell	12,887 -1,193	-8%	-$38.2K	﹤0.01%	2680
2024 Q4	$455K	Buy	14,080 +3,847	+38%	+$129K	﹤0.01%	2543
2024 Q3	$330K	Buy	10,233 +815	+9%	+$25.2K	﹤0.01%	2751
2024 Q2	$274K	Buy	+9,418	New	+$272K	﹤0.01%	2787

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors's FESM Position: Q2 2026 in Review

HighTower Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 8.7% in Q2 2026, buying an estimated $109K and bringing the position to 30,881 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

HighTower Advisors first reported a position in FESM in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

HighTower Advisors held 30,881 shares of Fidelity Enhanced Small Cap Core ETF worth $1.49M as of Q2 2026.
HighTower Advisors bought 2,478 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $109K.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1972 holding.
HighTower Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2024 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.