Otter Creek Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Otter Creek Advisors’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	$4.53M	Buy	+124,000	New	+$4.26M	4.5%	4

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Otter Creek Advisors's FESM Position: Q3 2025 in Review

Otter Creek Advisors opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2025: 124,000 shares worth $4.53M. The stake represents 4.5% of the portfolio and ranks #4 among its holdings.

145 funds tracked by Wall St. Rank hold FESM as of Q3 2025.

Otter Creek Advisors held 124,000 shares of Fidelity Enhanced Small Cap Core ETF worth $4.53M as of Q3 2025.
Fidelity Enhanced Small Cap Core ETF was a new Otter Creek Advisors position in Q3 2025.
Fidelity Enhanced Small Cap Core ETF made up 4.5% of Otter Creek Advisors's portfolio in Q3 2025, its #4 holding.
145 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.