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Cassilly Financial Group’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Cassilly Financial Group’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 		$2.54M Buy
62,685
+1,667
+3% +$64.8K 1.85% 16
2026
Q1 		$2.19M Buy
61,018
+2,154
+4% +$79.7K 1.9% 16
2025
Q4 		$2.14M Buy
+58,864
New +$2.12M 1.89% 18

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

Cassilly Financial Group's FMDE Position: Q2 2026 in Review

Cassilly Financial Group increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 2.7% in Q2 2026, buying an estimated $64.8K and bringing the position to 62,685 shares worth $2.54M. The position accounts for 1.85% of the portfolio, ranked #16.

Cassilly Financial Group first reported a position in FMDE in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Cassilly Financial Group held 62,685 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.54M as of Q2 2026.
  • Cassilly Financial Group bought 1,667 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $64.8K.
  • Fidelity Enhanced Mid Cap Core ETF made up 1.85% of Cassilly Financial Group's portfolio in Q2 2026, its #16 holding.
  • Cassilly Financial Group first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.