Fidelity Enhanced Small Cap ETF $FESM Shares Acquired by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC raised its stake in shares of Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM) by 203.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 32,190 shares of the company’s stock after acquiring an additional 21,567 shares during the period. Kestra Private Wealth Services LLC’s holdings in Fidelity Enhanced Small Cap ETF were worth $1,216,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. increased its position in shares of Fidelity Enhanced Small Cap ETF by 44.1% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 2,481,901 shares of the company’s stock valued at $90,738,000 after acquiring an additional 759,702 shares during the last quarter. Quotient Wealth Partners LLC acquired a new stake in shares of Fidelity Enhanced Small Cap ETF during the fourth quarter valued at about $66,765,000. Vantagepoint Investment Advisers LLC acquired a new stake in shares of Fidelity Enhanced Small Cap ETF during the third quarter valued at about $51,358,000. Calamos Wealth Management LLC increased its position in shares of Fidelity Enhanced Small Cap ETF by 1.0% during the fourth quarter. Calamos Wealth Management LLC now owns 935,638 shares of the company’s stock valued at $35,348,000 after acquiring an additional 9,049 shares during the last quarter. Finally, TruWealth Advisors LLC acquired a new stake in shares of Fidelity Enhanced Small Cap ETF during the fourth quarter valued at about $34,145,000.

Fidelity Enhanced Small Cap ETF Price Performance

Shares of FESM opened at $43.84 on Friday. Fidelity Enhanced Small Cap ETF has a 1-year low of $28.92 and a 1-year high of $43.96. The stock has a market cap of $4.93 billion, a PE ratio of 16.78 and a beta of 1.37. The firm has a 50-day simple moving average of $39.75 and a two-hundred day simple moving average of $38.86.

Fidelity Enhanced Small Cap ETF Profile

The Fidelity Enhanced Small Cap ETF (FESM) is an exchange-traded fund that mostly invests in small-cap stocks. The fund is an actively managed fund that invests in US, small-cap companies. Stock selection is based on computer-aided analysis, which chooses stocks belonging to the Russel 2000 Index. FESM was launched on Dec 20, 2007 and is issued by Fidelity.