Atria Wealth Solutions’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.94M	Buy	172,540 +57,452	+50%	+$1.85M	0.13%	180
2025 Q1	$3.61M	Buy	+115,088	New	+$3.81M	0.04%	436
2024 Q4	–	Sell	-18,302	Closed	-$589K	–	2017
2024 Q3	$589K	Sell	18,302 -1,461	-7%	-$44.5K	0.01%	1159
2024 Q2	$582K	Sell	19,763 -2,621	-12%	-$77.4K	0.01%	1165
2024 Q1	$684K	Buy	+22,384	New	+$637K	0.01%	1099

Other funds holding FMDE

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

HNB

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Wealth Solutions's FMDE Position: Q2 2025 in Review

Atria Wealth Solutions increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 50% in Q2 2025, buying an estimated $1.85M and bringing the position to 172,540 shares worth $5.94M. The position accounts for 0.13% of the portfolio, ranked #180.

Atria Wealth Solutions first reported a position in FMDE in Q1 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold FMDE as of Q2 2025.

Atria Wealth Solutions held 172,540 shares of Fidelity Enhanced Mid Cap Core ETF worth $5.94M as of Q2 2025.
Atria Wealth Solutions bought 57,452 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2025, an estimated $1.85M.
Fidelity Enhanced Mid Cap Core ETF made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #180 holding.
Atria Wealth Solutions first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.