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Cape Investment Advisory’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Cape Investment Advisory’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 		$8.89K Buy
+219
New +$8.51K ﹤0.01% 891
2026
Q1 		– Sell
-219
Closed -$7.97K – 551
2025
Q4 		$7.97K Buy
+219
New +$7.88K ﹤0.01% 798

Other funds holding FMDE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cape Investment Advisory's FMDE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026: 219 shares worth $8.89K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FMDE as recently as Q4 2025.

Cape Investment Advisory first reported a position in FMDE in Q4 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Cape Investment Advisory held 219 shares of Fidelity Enhanced Mid Cap Core ETF worth $8.89K as of Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF was a new Cape Investment Advisory position in Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #891 holding.
  • Cape Investment Advisory first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.