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

Atria Wealth Solutions’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
2025
Q2 		$4.27M Buy
133,565
+45,916
+52% +$1.36M 0.1% 243
2025
Q1 		$2.58M Buy
+87,649
New +$2.81M 0.03% 542

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $445M AUM 35.1% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Atria Wealth Solutions's FESM Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 52% in Q2 2025, buying an estimated $1.36M and bringing the position to 133,565 shares worth $4.27M. The position accounts for 0.1% of the portfolio, ranked #243.

Atria Wealth Solutions first reported a position in FESM in Q1 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold FESM as of Q2 2025.

  • Atria Wealth Solutions held 133,565 shares of Fidelity Enhanced Small Cap Core ETF worth $4.27M as of Q2 2025.
  • Atria Wealth Solutions bought 45,916 Fidelity Enhanced Small Cap Core ETF shares in Q2 2025, an estimated $1.36M.
  • Fidelity Enhanced Small Cap Core ETF made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #243 holding.
  • Atria Wealth Solutions first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.