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

Kiker 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
2025
Q3 		– Sell
-619
Closed -$19.8K – 369
2025
Q2 		$19.8K Hold
619
– – 0.01% 294
2025
Q1 		$18.2K Buy
+619
New +$19.8K 0.01% 313

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiker Wealth Management's FESM Position: Q3 2025 in Review

Kiker Wealth Management sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2025, closing a stake of 619 shares — an estimated $19.8K sold.

Kiker Wealth Management first reported a position in FESM in Q1 2025 and held it in 2 quarters. The position peaked at $19.8K in Q2 2025. 145 funds tracked by Wall St. Rank hold FESM as of Q3 2025.

  • Kiker Wealth Management reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 619 Fidelity Enhanced Small Cap Core ETF shares in Q3 2025, an estimated $19.8K.
  • Kiker Wealth Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Fidelity Enhanced Small Cap Core ETF position peaked at $19.8K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.