Belpointe Asset Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Belpointe Asset 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
2025 Q4	–	Sell	-31,467	Closed	-$1.14M	–	1052
2025 Q3	$1.14M	Sell	31,467 -109	-0.3%	-$3.86K	0.04%	368
2025 Q2	$1.09M	Buy	31,576 +76	+0.2%	+$2.45K	0.05%	335
2025 Q1	$987K	Buy	31,500 +1,116	+4%	+$37K	0.05%	334
2024 Q4	$998K	Buy	+30,384	New	+$1.02M	0.06%	313

Other funds holding FMDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Belpointe Asset Management's FMDE Position: Q4 2025 in Review

Belpointe Asset Management sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q4 2025, closing a stake of 31,467 shares — an estimated $1.14M sold.

Belpointe Asset Management first reported a position in FMDE in Q4 2024 and held it in 4 quarters. The position peaked at $1.14M in Q3 2025. 242 funds tracked by Wall St. Rank hold FMDE as of Q4 2025.

Belpointe Asset Management reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 31,467 Fidelity Enhanced Mid Cap Core ETF shares in Q4 2025, an estimated $1.14M.
Belpointe Asset Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2024 and held it in 4 quarters.
Belpointe Asset Management's Fidelity Enhanced Mid Cap Core ETF position peaked at $1.14M in Q3 2025.
242 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.