Avantax Advisory Services’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Avantax Advisory Services’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	$1.34M	Buy	38,932 +3,946	+11%	+$127K	0.01%	994
2025 Q1	$1.1M	Buy	34,986 +9,222	+36%	+$305K	0.01%	1037
2024 Q4	$846K	Buy	25,764 +1,720	+7%	+$57.6K	0.01%	1120
2024 Q3	$773K	Buy	24,044 +621	+3%	+$18.9K	0.01%	1155
2024 Q2	$690K	Buy	23,423 +690	+3%	+$20.4K	﹤0.01%	1175
2024 Q1	$694K	Buy	22,733 +43	+0.2%	+$1.22K	0.01%	902
2023 Q4	$619K	Buy	+22,690	New	+$597K	0.01%	900

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 $31B AUM 28.39% 1-Year Est. Return

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

Avantax Advisory Services's FMDE Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 11% in Q2 2025, buying an estimated $127K and bringing the position to 38,932 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #994.

Avantax Advisory Services first reported a position in FMDE in Q4 2023 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold FMDE as of Q2 2025.

Avantax Advisory Services held 38,932 shares of Fidelity Enhanced Mid Cap Core ETF worth $1.34M as of Q2 2025.
Avantax Advisory Services bought 3,946 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2025, an estimated $127K.
Fidelity Enhanced Mid Cap Core ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #994 holding.
Avantax Advisory Services first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.