Register Financial Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$823K	Buy	17,040 +6,790	+66%	+$298K	0.25%	101
2026 Q1	$390K	Buy	10,250 +1,150	+13%	+$45.3K	0.14%	143
2025 Q4	$344K	Buy	9,100 +2,350	+35%	+$87.7K	0.13%	148
2025 Q3	$247K	Buy	6,750 +1,100	+19%	+$37.8K	0.1%	173
2025 Q2	$181K	Buy	+5,650	New	+$168K	0.08%	196

Other funds holding FESM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Register Financial Advisors's FESM Position: Q2 2026 in Review

Register Financial Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 66% in Q2 2026, buying an estimated $298K and bringing the position to 17,040 shares worth $823K. The position accounts for 0.25% of the portfolio, ranked #101.

Register Financial Advisors first reported a position in FESM in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Register Financial Advisors held 17,040 shares of Fidelity Enhanced Small Cap Core ETF worth $823K as of Q2 2026.
Register Financial Advisors bought 6,790 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $298K.
Fidelity Enhanced Small Cap Core ETF made up 0.25% of Register Financial Advisors's portfolio in Q2 2026, its #101 holding.
Register Financial Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.