LWM
FESM icon

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

LongView 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
Q2 		$1.79M Buy
37,093
+3,983
+12% +$175K 0.46% 50
2026
Q1 		$1.36M Buy
33,110
+17,291
+109% +$681K 0.34% 67
2025
Q4 		$629K Buy
+15,819
New +$590K 0.15% 124

Other funds holding FESM

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

LongView Wealth Management's FESM Position: Q2 2026 in Review

LongView Wealth Management increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 12% in Q2 2026, buying an estimated $175K and bringing the position to 37,093 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #50.

LongView Wealth Management first reported a position in FESM in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • LongView Wealth Management held 37,093 shares of Fidelity Enhanced Small Cap Core ETF worth $1.79M as of Q2 2026.
  • LongView Wealth Management bought 3,983 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $175K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.46% of LongView Wealth Management's portfolio in Q2 2026, its #50 holding.
  • LongView Wealth Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.