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MFA Wealth Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

MFA Wealth Services’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 		$869K Buy
19,327
+832
+4% +$39.2K 0.52% 52
2026
Q2 		$893K Sell
18,495
-500
-3% -$22K 0.53% 52
2026
Q1 		$722K Buy
+18,995
New +$748K 0.48% 60

Other funds holding FESM

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Mayfair Advisory Group
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Salus Financial Advisors
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
American National Bank of Texas
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

MFA Wealth Services's FESM Position: Q3 2026 in Review

MFA Wealth Services increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 4.5% in Q3 2026, buying an estimated $39.2K and bringing the position to 19,327 shares worth $869K. The position accounts for 0.52% of the portfolio, ranked #52.

MFA Wealth Services first reported a position in FESM in Q1 2026 and has held it in 3 quarters since. The position peaked at $893K in Q2 2026. 68 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

  • MFA Wealth Services held 19,327 shares of Fidelity Enhanced Small Cap Core ETF worth $869K as of Q3 2026.
  • MFA Wealth Services bought 832 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $39.2K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.52% of MFA Wealth Services's portfolio in Q3 2026, its #52 holding.
  • MFA Wealth Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • MFA Wealth Services's Fidelity Enhanced Small Cap Core ETF position peaked at $893K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.