Atria Investments’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Atria Investments’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	$6.63M	Buy	147,457 +8,548	+6%	+$403K	0.06%	321
2026 Q2	$6.71M	Buy	138,909 +3,747	+3%	+$165K	0.07%	309
2026 Q1	$5.14M	Sell	135,162 -2,621	-2%	-$103K	0.06%	370
2025 Q4	$5.21M	Sell	137,783 -39,677	-22%	-$1.48M	0.06%	366
2025 Q3	$6.49M	Sell	177,460 -2,535	-1%	-$87.1K	0.07%	301
2025 Q2	$5.76M	Buy	+179,995	New	+$5.35M	0.07%	336

Other funds holding FESM

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

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

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

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

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

Atria Investments's FESM Position: Q3 2026 in Review

Atria Investments increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 6.2% in Q3 2026, buying an estimated $403K and bringing the position to 147,457 shares worth $6.63M. The position accounts for 0.06% of the portfolio, ranked #321.

Atria Investments first reported a position in FESM in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.71M in Q2 2026. 42 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

Atria Investments held 147,457 shares of Fidelity Enhanced Small Cap Core ETF worth $6.63M as of Q3 2026.
Atria Investments bought 8,548 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $403K.
Fidelity Enhanced Small Cap Core ETF made up 0.06% of Atria Investments's portfolio in Q3 2026, its #321 holding.
Atria Investments first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 6 quarters since.
Atria Investments's Fidelity Enhanced Small Cap Core ETF position peaked at $6.71M in Q2 2026.
42 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.