Carson Wealth (CWM LLC)’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Carson Wealth (CWM LLC)’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	$10.6M	Buy	295,304 +3,849	+1%	+$142K	0.03%	530
2025 Q4	$10.6M	Buy	291,455 +290,564	+32,611%	+$10.5M	0.03%	505
2025 Q3	$32K	Hold	891	–	–	﹤0.01%	3837
2025 Q2	$31K	Buy	+891	New	+$28.7K	﹤0.01%	3628
2024 Q2	–	Sell	-1,196	Closed	-$37K	–	4698
2024 Q1	$37K	Buy	+1,196	New	+$34K	﹤0.01%	2497

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 $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

HNB

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s FMDE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 1.3% in Q1 2026, buying an estimated $142K and bringing the position to 295,304 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #530.

Carson Wealth (CWM LLC) first reported a position in FMDE in Q1 2024 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold FMDE as of Q1 2026.

Carson Wealth (CWM LLC) held 295,304 shares of Fidelity Enhanced Mid Cap Core ETF worth $10.6M as of Q1 2026.
Carson Wealth (CWM LLC) bought 3,849 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2026, an estimated $142K.
Fidelity Enhanced Mid Cap Core ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #530 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and has held it in 5 quarters since.
260 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.