P
FESM icon

&Partners’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

&Partners’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 		$3.05M Buy
80,258
+22,393
+39% +$881K 0.02% 718
2025
Q4 		$2.05M Buy
57,865
+39,571
+216% +$1.48M 0.01% 845
2025
Q3 		$678K Buy
+18,294
New +$628K ﹤0.01% 1281

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

&Partners's FESM Position: Q1 2026 in Review

&Partners increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 39% in Q1 2026, buying an estimated $881K and bringing the position to 80,258 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #718.

&Partners first reported a position in FESM in Q3 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • &Partners held 80,258 shares of Fidelity Enhanced Small Cap Core ETF worth $3.05M as of Q1 2026.
  • &Partners bought 22,393 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $881K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #718 holding.
  • &Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.