Janney Montgomery Scott’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Janney Montgomery Scott’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	$1.82M	Buy	47,818 +34,738	+266%	+$1.37M	﹤0.01%	1329
2025 Q4	$494K	Buy	13,080 +499	+4%	+$18.6K	﹤0.01%	2195
2025 Q3	$460K	Sell	12,581 -221	-2%	-$7.59K	﹤0.01%	2198
2025 Q2	$410K	Hold	12,802	–	–	﹤0.01%	2152
2025 Q1	$377K	Hold	12,802	–	–	﹤0.01%	2167
2024 Q4	$414K	Hold	12,802	–	–	﹤0.01%	2109
2024 Q3	$412K	Hold	12,802	–	–	﹤0.01%	2092
2024 Q2	$372K	Sell	12,802 -1,095	-8%	-$31.6K	﹤0.01%	2087
2024 Q1	$418K	Buy	13,897 +2,316	+20%	+$65.8K	﹤0.01%	2118
2023 Q4	$326K	Buy	+11,581	New	+$306K	﹤0.01%	2164

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott's FESM Position: Q1 2026 in Review

Janney Montgomery Scott increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 266% in Q1 2026, buying an estimated $1.37M and bringing the position to 47,818 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Janney Montgomery Scott first reported a position in FESM in Q4 2023 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

Janney Montgomery Scott held 47,818 shares of Fidelity Enhanced Small Cap Core ETF worth $1.82M as of Q1 2026.
Janney Montgomery Scott bought 34,738 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $1.37M.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1329 holding.
Janney Montgomery Scott first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.