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Barnes Pettey Financial Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Barnes Pettey Financial Advisors’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 		$5.36M Buy
132,122
+35,524
+37% +$1.38M 1.68% 11
2026
Q1 		$3.47M Buy
96,598
+41,228
+74% +$1.53M 1.51% 15
2025
Q4 		$2.01M Buy
+55,370
New +$1.99M 1% 23

Other funds holding FMDE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Barnes Pettey Financial Advisors's FMDE Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 37% in Q2 2026, buying an estimated $1.38M and bringing the position to 132,122 shares worth $5.36M. The position accounts for 1.68% of the portfolio, ranked #11.

Barnes Pettey Financial Advisors first reported a position in FMDE in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Barnes Pettey Financial Advisors held 132,122 shares of Fidelity Enhanced Mid Cap Core ETF worth $5.36M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 35,524 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $1.38M.
  • Fidelity Enhanced Mid Cap Core ETF made up 1.68% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Barnes Pettey Financial Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.