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 Q3	$2.63M	Buy	65,165 +2,480	+4%	+$103K	1.77%	16
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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Cassilly Financial Group's FMDE Position: Q3 2026 in Review

Cassilly Financial Group increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 4% in Q3 2026, buying an estimated $103K and bringing the position to 65,165 shares worth $2.63M. The position accounts for 1.77% of the portfolio, ranked #16.

Cassilly Financial Group first reported a position in FMDE in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

Cassilly Financial Group held 65,165 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.63M as of Q3 2026.
Cassilly Financial Group bought 2,480 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2026, an estimated $103K.
Fidelity Enhanced Mid Cap Core ETF made up 1.77% of Cassilly Financial Group's portfolio in Q3 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 4 quarters since.
11 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.