Aspen Wealth Strategies’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Aspen Wealth Strategies’s Portfolio FMDE Stock Details FMDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.98M	Buy	196,721 +4,076	+2%	+$158K	3.86%	7
2026 Q1	$6.93M	Buy	192,645 +2,144	+1%	+$79.4K	3.7%	8
2025 Q4	$6.93M	Buy	190,501 +12,809	+7%	+$461K	3.79%	8
2025 Q3	$6.42M	Buy	177,692 +1,760	+1%	+$62.3K	3.57%	7
2025 Q2	$6.05M	Buy	175,932 +34	+0%	+$1.09K	3.65%	7
2025 Q1	$5.51M	Buy	+175,898	New	+$5.82M	3.61%	6

Other funds holding FMDE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Aspen Wealth Strategies's FMDE Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 2.1% in Q2 2026, buying an estimated $158K and bringing the position to 196,721 shares worth $7.98M. The position accounts for 3.86% of the portfolio, ranked #7.

Aspen Wealth Strategies first reported a position in FMDE in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Aspen Wealth Strategies held 196,721 shares of Fidelity Enhanced Mid Cap Core ETF worth $7.98M as of Q2 2026.
Aspen Wealth Strategies bought 4,076 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $158K.
Fidelity Enhanced Mid Cap Core ETF made up 3.86% of Aspen Wealth Strategies's portfolio in Q2 2026, its #7 holding.
Aspen Wealth Strategies first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.