Prime Capital Investment Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Prime Capital Investment 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
2026 Q1	$118M	Buy	3,113,064 +2,745,327	+747%	+$108M	1.37%	12
2025 Q4	$13.9M	Buy	367,737 +9,582	+3%	+$357K	0.17%	101
2025 Q3	$13.1M	Sell	358,155 -4,971	-1%	-$171K	0.16%	105
2025 Q2	$11.6M	Sell	363,126 -201,338	-36%	-$5.98M	0.15%	109
2025 Q1	$16.6M	Buy	+564,464	New	+$18.1M	0.19%	97

Other funds holding FESM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Prime Capital Investment Advisors's FESM Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 747% in Q1 2026, buying an estimated $108M and bringing the position to 3,113,064 shares worth $118M. The position accounts for 1.37% of the portfolio, ranked #12.

Prime Capital Investment Advisors first reported a position in FESM in Q1 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

Prime Capital Investment Advisors held 3,113,064 shares of Fidelity Enhanced Small Cap Core ETF worth $118M as of Q1 2026.
Prime Capital Investment Advisors bought 2,745,327 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $108M.
Fidelity Enhanced Small Cap Core ETF made up 1.37% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #12 holding.
Prime Capital Investment Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.