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Barnes Pettey Financial Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Barnes Pettey Financial 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
Q1 		$512K Buy
+13,469
New +$530K 0.22% 86

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Barnes Pettey Financial Advisors's FESM Position: Q1 2026 in Review

Barnes Pettey Financial Advisors opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026: 13,469 shares worth $512K. The stake represents 0.22% of the portfolio and ranks #86 among its holdings.

208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Barnes Pettey Financial Advisors held 13,469 shares of Fidelity Enhanced Small Cap Core ETF worth $512K as of Q1 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Barnes Pettey Financial Advisors position in Q1 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.22% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #86 holding.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.