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

Petra 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
Q2 		$10.4M Buy
214,717
+170,666
+387% +$7.5M 4.81% 3
2026
Q1 		$1.67M Buy
44,051
+13,640
+45% +$537K 1.04% 22
2025
Q4 		$1.15M Buy
30,411
+6,759
+29% +$252K 0.67% 46
2025
Q3 		$865K Buy
+23,652
New +$813K 0.5% 54

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PI
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
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

Petra Financial Advisors's FESM Position: Q2 2026 in Review

Petra Financial Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 387% in Q2 2026, buying an estimated $7.5M and bringing the position to 214,717 shares worth $10.4M. The position accounts for 4.81% of the portfolio, ranked #3.

Petra Financial Advisors first reported a position in FESM in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Petra Financial Advisors held 214,717 shares of Fidelity Enhanced Small Cap Core ETF worth $10.4M as of Q2 2026.
  • Petra Financial Advisors bought 170,666 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $7.5M.
  • Fidelity Enhanced Small Cap Core ETF made up 4.81% of Petra Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Petra Financial Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.