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 Q3	$1.3M	Sell	28,862 -2,019	-7%	-$95.1K	﹤0.01%	2077
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 $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

HighTower Advisors's FESM Position: Q3 2026 in Review

HighTower Advisors reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 6.5% in Q3 2026, selling an estimated $95.1K and leaving 28,862 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

HighTower Advisors first reported a position in FESM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q2 2026. 270 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

HighTower Advisors held 28,862 shares of Fidelity Enhanced Small Cap Core ETF worth $1.3M as of Q3 2026.
HighTower Advisors sold 2,019 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $95.1K.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2077 holding.
HighTower Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2024 and has held it in 10 quarters since.
HighTower Advisors's Fidelity Enhanced Small Cap Core ETF position peaked at $1.49M in Q2 2026.
270 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.