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

Baystate 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
2023 Q4	$23K	Buy	+844	New	+$22.2K	﹤0.01%	526

Other funds holding FMDE

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Baystate Wealth Management's FMDE Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q4 2023: 844 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings.

73 funds tracked by Wall St. Rank hold FMDE as of Q4 2023.

Baystate Wealth Management held 844 shares of Fidelity Enhanced Mid Cap Core ETF worth $23K as of Q4 2023.
Fidelity Enhanced Mid Cap Core ETF was a new Baystate Wealth Management position in Q4 2023.
Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #526 holding.
73 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.