Next Level Private’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Next Level Private’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	$631K	Buy	+14,028	New	+$661K	0.12%	107

Other funds holding FESM

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

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

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 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

Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return

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

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

Next Level Private's FESM Position: Q3 2026 in Review

Next Level Private opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2026: 14,028 shares worth $631K. The stake represents 0.12% of the portfolio and ranks #107 among its holdings.

80 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

Next Level Private held 14,028 shares of Fidelity Enhanced Small Cap Core ETF worth $631K as of Q3 2026.
Fidelity Enhanced Small Cap Core ETF was a new Next Level Private position in Q3 2026.
Fidelity Enhanced Small Cap Core ETF made up 0.12% of Next Level Private's portfolio in Q3 2026, its #107 holding.
80 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.