SSWM
FESM icon

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
Q3 		$687K Buy
15,285
+9,934
+186% +$468K 0.07% 245
2026
Q2 		$258K Hold
5,351
– – 0.03% 366
2026
Q1 		$203K Buy
+5,351
New +$211K 0.02% 384

Other funds holding FESM

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

Sheets Smith Wealth Management's FESM Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 186% in Q3 2026, buying an estimated $468K and bringing the position to 15,285 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #245.

Sheets Smith Wealth Management first reported a position in FESM in Q1 2026 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

  • Sheets Smith Wealth Management held 15,285 shares of Fidelity Enhanced Small Cap Core ETF worth $687K as of Q3 2026.
  • Sheets Smith Wealth Management bought 9,934 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $468K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.07% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #245 holding.
  • Sheets Smith Wealth Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.