KFG Wealth Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

KFG Wealth Management’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	$21.3M	Buy	473,992 +22,033	+5%	+$1.04M	2.31%	9
2026 Q2	$21.8M	Buy	451,959 +22,343	+5%	+$982K	2.46%	8
2026 Q1	$16.3M	Buy	+429,616	New	+$16.9M	2.11%	10

Other funds holding FESM

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $217M AUM 9.21% 1-Year Est. Return

KFG Wealth Management's FESM Position: Q3 2026 in Review

KFG Wealth Management increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 4.9% in Q3 2026, buying an estimated $1.04M and bringing the position to 473,992 shares worth $21.3M. The position accounts for 2.31% of the portfolio, ranked #9.

KFG Wealth Management first reported a position in FESM in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.8M in Q2 2026. 133 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

KFG Wealth Management held 473,992 shares of Fidelity Enhanced Small Cap Core ETF worth $21.3M as of Q3 2026.
KFG Wealth Management bought 22,033 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $1.04M.
Fidelity Enhanced Small Cap Core ETF made up 2.31% of KFG Wealth Management's portfolio in Q3 2026, its #9 holding.
KFG Wealth Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
KFG Wealth Management's Fidelity Enhanced Small Cap Core ETF position peaked at $21.8M in Q2 2026.
133 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.