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 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 $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspen Wealth Strategies's FMDE Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 1.1% in Q1 2026, buying an estimated $79.4K and bringing the position to 192,645 shares worth $6.93M. The position accounts for 3.7% of the portfolio, ranked #8.

Aspen Wealth Strategies first reported a position in FMDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.93M in Q4 2025. 259 funds tracked by Wall St. Rank hold FMDE as of Q1 2026.

Aspen Wealth Strategies held 192,645 shares of Fidelity Enhanced Mid Cap Core ETF worth $6.93M as of Q1 2026.
Aspen Wealth Strategies bought 2,144 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2026, an estimated $79.4K.
Fidelity Enhanced Mid Cap Core ETF made up 3.7% of Aspen Wealth Strategies's portfolio in Q1 2026, its #8 holding.
Aspen Wealth Strategies first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2025 and has held it in 5 quarters since.
Aspen Wealth Strategies's Fidelity Enhanced Mid Cap Core ETF position peaked at $6.93M in Q4 2025.
259 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.