Sheets Smith Wealth Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Sheets Smith Wealth Management’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 Q2	$258K	Hold	5,351	–	–	0.03%	366
2026 Q1	$203K	Buy	+5,351	New	+$211K	0.02%	384

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sheets Smith Wealth Management's FESM Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Fidelity Enhanced Small Cap Core ETF (FESM) position steady in Q2 2026 at 5,351 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #366.

Sheets Smith Wealth Management first reported a position in FESM in Q1 2026 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Sheets Smith Wealth Management held 5,351 shares of Fidelity Enhanced Small Cap Core ETF worth $258K as of Q2 2026.
Sheets Smith Wealth Management left its Fidelity Enhanced Small Cap Core ETF share count unchanged in Q2 2026.
Fidelity Enhanced Small Cap Core ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #366 holding.
Sheets Smith Wealth Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.