Concord Wealth Partners’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Concord Wealth Partners’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	$11.5K	Buy	+283	New	+$11K	﹤0.01%	552
2026 Q1	–	Sell	-283	Closed	-$10.3K	–	407
2025 Q4	$10.3K	Sell	283 -142	-33%	-$5.11K	﹤0.01%	532
2025 Q3	$15.4K	Sell	425 -7	-2%	-$248	﹤0.01%	487
2025 Q2	$14.9K	Buy	432 +1	+0.2%	+$32	﹤0.01%	501
2025 Q1	$13.5K	Buy	431 +1	+0.2%	+$33	﹤0.01%	479
2024 Q4	$14.1K	Buy	430 +1	+0.2%	+$33	﹤0.01%	494
2024 Q3	$13.8K	Buy	429 +1	+0.2%	+$30	﹤0.01%	521
2024 Q2	$12.6K	Hold	428	–	–	﹤0.01%	481
2024 Q1	$13.1K	Buy	428 +1	+0.2%	+$28	﹤0.01%	544
2023 Q4	$11.6K	Buy	+427	New	+$11.2K	﹤0.01%	549

Other funds holding FMDE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Concord Wealth Partners's FMDE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026: 283 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FMDE as recently as Q4 2025.

Concord Wealth Partners first reported a position in FMDE in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4K in Q3 2025. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Concord Wealth Partners held 283 shares of Fidelity Enhanced Mid Cap Core ETF worth $11.5K as of Q2 2026.
Fidelity Enhanced Mid Cap Core ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #552 holding.
Concord Wealth Partners first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 10 quarters since.
Concord Wealth Partners's Fidelity Enhanced Mid Cap Core ETF position peaked at $15.4K in Q3 2025.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.