BWM
FMDE icon

Base Wealth Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Base Wealth Management’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 		$9.14M Buy
225,308
+5,531
+3% +$215K 4.25% 8
2026
Q1 		$7.9M Buy
219,777
+51,903
+31% +$1.92M 4.42% 8
2025
Q4 		$6.11M Buy
+167,874
New +$6.04M 3.29% 11

Other funds holding FMDE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 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
MWP
Madison Wealth Partners Madison, Wisconsin $786M AUM 23.49% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Base Wealth Management's FMDE Position: Q2 2026 in Review

Base Wealth Management increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 2.5% in Q2 2026, buying an estimated $215K and bringing the position to 225,308 shares worth $9.14M. The position accounts for 4.25% of the portfolio, ranked #8.

Base Wealth Management first reported a position in FMDE in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Base Wealth Management held 225,308 shares of Fidelity Enhanced Mid Cap Core ETF worth $9.14M as of Q2 2026.
  • Base Wealth Management bought 5,531 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $215K.
  • Fidelity Enhanced Mid Cap Core ETF made up 4.25% of Base Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Base Wealth Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.