MKA
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M. Kulyk & Associates’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

M. Kulyk & Associates’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 		$331K Buy
8,712
+2,903
+50% +$114K 0.06% 91
2025
Q4 		$219K Buy
+5,809
New +$217K 0.04% 100

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

M. Kulyk & Associates's FESM Position: Q1 2026 in Review

M. Kulyk & Associates increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 50% in Q1 2026, buying an estimated $114K and bringing the position to 8,712 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #91.

M. Kulyk & Associates first reported a position in FESM in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • M. Kulyk & Associates held 8,712 shares of Fidelity Enhanced Small Cap Core ETF worth $331K as of Q1 2026.
  • M. Kulyk & Associates bought 2,903 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $114K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.06% of M. Kulyk & Associates's portfolio in Q1 2026, its #91 holding.
  • M. Kulyk & Associates first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.