VestGen Advisors
FESM icon

VestGen Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

VestGen Advisors’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 		$419K Buy
9,331
+1,840
+25% +$86.7K 0.01% 659
2026
Q2 		$362K Buy
7,491
+387
+5% +$17K 0.01% 775
2026
Q1 		$314K Buy
+7,104
New +$280K 0.01% 821

Other funds holding FESM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

VestGen Advisors's FESM Position: Q3 2026 in Review

VestGen Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 25% in Q3 2026, buying an estimated $86.7K and bringing the position to 9,331 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #659.

VestGen Advisors first reported a position in FESM in Q1 2026 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

  • VestGen Advisors held 9,331 shares of Fidelity Enhanced Small Cap Core ETF worth $419K as of Q3 2026.
  • VestGen Advisors bought 1,840 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $86.7K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #659 holding.
  • VestGen Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.