TD Private Client Wealth’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

TD Private Client Wealth’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 Q1	$4.87M	Buy	128,192 +38,436	+43%	+$1.51M	0.1%	134
2025 Q4	$3.39M	Buy	89,756 +78,179	+675%	+$2.92M	0.07%	181
2025 Q3	$423K	Buy	+11,577	New	+$398K	0.01%	509

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TD Private Client Wealth's FESM Position: Q1 2026 in Review

TD Private Client Wealth increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 43% in Q1 2026, buying an estimated $1.51M and bringing the position to 128,192 shares worth $4.87M. The position accounts for 0.1% of the portfolio, ranked #134.

TD Private Client Wealth first reported a position in FESM in Q3 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

TD Private Client Wealth held 128,192 shares of Fidelity Enhanced Small Cap Core ETF worth $4.87M as of Q1 2026.
TD Private Client Wealth bought 38,436 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $1.51M.
Fidelity Enhanced Small Cap Core ETF made up 0.1% of TD Private Client Wealth's portfolio in Q1 2026, its #134 holding.
TD Private Client Wealth first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.