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

Root Financial 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 Q3	$57.6K	Buy	+1,281	New	+$60.3K	﹤0.01%	1011

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Root Financial Partners's FESM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q3 2026: 1,281 shares worth $57.6K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings.

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

Root Financial Partners held 1,281 shares of Fidelity Enhanced Small Cap Core ETF worth $57.6K as of Q3 2026.
Fidelity Enhanced Small Cap Core ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1011 holding.
270 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.