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 Q3	$1.88M	Buy	41,792 +4,699	+13%	+$221K	0.45%	54
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

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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

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

LongView Wealth Management increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 13% in Q3 2026, buying an estimated $221K and bringing the position to 41,792 shares worth $1.88M. The position accounts for 0.45% of the portfolio, ranked #54.

LongView Wealth Management first reported a position in FESM in Q4 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

LongView Wealth Management held 41,792 shares of Fidelity Enhanced Small Cap Core ETF worth $1.88M as of Q3 2026.
LongView Wealth Management bought 4,699 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $221K.
Fidelity Enhanced Small Cap Core ETF made up 0.45% of LongView Wealth Management's portfolio in Q3 2026, its #54 holding.
LongView Wealth Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 4 quarters since.
48 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.