First Heartland Consultants’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

First Heartland Consultants’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 Q2	$9.84M	Buy	196,379 +58,707	+43%	+$2.58M	0.64%	39
2026 Q1	$5.23M	Sell	137,672 -9,863	-7%	-$388K	0.4%	64
2025 Q4	$5.57M	Buy	147,535 +32,646	+28%	+$1.22M	0.42%	62
2025 Q3	$4.2M	Buy	+114,889	New	+$3.95M	0.34%	71

Other funds holding FESM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

First Heartland Consultants's FESM Position: Q2 2026 in Review

First Heartland Consultants increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 43% in Q2 2026, buying an estimated $2.58M and bringing the position to 196,379 shares worth $9.84M. The position accounts for 0.64% of the portfolio, ranked #39.

First Heartland Consultants first reported a position in FESM in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

First Heartland Consultants held 196,379 shares of Fidelity Enhanced Small Cap Core ETF worth $9.84M as of Q2 2026.
First Heartland Consultants bought 58,707 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $2.58M.
Fidelity Enhanced Small Cap Core ETF made up 0.64% of First Heartland Consultants's portfolio in Q2 2026, its #39 holding.
First Heartland Consultants first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.