BG Investment Services’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

BG Investment 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
2026 Q1	$2.31M	Buy	64,135 +10,986	+21%	+$407K	1.91%	13
2025 Q4	$1.93M	Buy	53,149 +13,342	+34%	+$480K	1.72%	16
2025 Q3	$1.44M	Buy	39,807 +2,250	+6%	+$79.6K	1.42%	20
2025 Q2	$1.29M	Sell	37,557 -7,013	-16%	-$226K	1.62%	18
2025 Q1	$1.4M	Buy	44,570 +17,721	+66%	+$587K	1.5%	14
2024 Q4	$882K	Buy	+26,849	New	+$899K	0.89%	16

Other funds holding FMDE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

BG Investment Services's FMDE Position: Q1 2026 in Review

BG Investment Services increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 21% in Q1 2026, buying an estimated $407K and bringing the position to 64,135 shares worth $2.31M. The position accounts for 1.91% of the portfolio, ranked #13.

BG Investment Services first reported a position in FMDE in Q4 2024 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold FMDE as of Q1 2026.

BG Investment Services held 64,135 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.31M as of Q1 2026.
BG Investment Services bought 10,986 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2026, an estimated $407K.
Fidelity Enhanced Mid Cap Core ETF made up 1.91% of BG Investment Services's portfolio in Q1 2026, its #13 holding.
BG Investment Services first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
258 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.