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Strategic Financial Concepts’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Strategic Financial Concepts’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 		$328K Buy
+6,792
New +$299K 0.1% 172

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Financial Concepts's FESM Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 6,792 shares worth $328K. The stake represents 0.1% of the portfolio and ranks #172 among its holdings.

256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Strategic Financial Concepts held 6,792 shares of Fidelity Enhanced Small Cap Core ETF worth $328K as of Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Strategic Financial Concepts position in Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.1% of Strategic Financial Concepts's portfolio in Q2 2026, its #172 holding.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.