Cornerstone Planning Group
FMDE icon

Cornerstone Planning Group’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Cornerstone Planning 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 		– Sell
-1,103
Closed -$44.7K – 708
2026
Q2 		$44.7K Buy
1,103
+1
+0.1% +$39 0.01% 431
2026
Q1 		$42.7K Buy
1,102
+454
+70% +$16.8K 0.01% 439
2025
Q4 		$24.2K Hold
648
– – ﹤0.01% 538
2025
Q3 		$23K Hold
648
– – ﹤0.01% 535
2025
Q2 		$22.6K Hold
648
– – ﹤0.01% 393
2025
Q1 		$19.6K Hold
648
– – ﹤0.01% 418
2024
Q4 		$22.2K Buy
+648
New +$21.7K 0.01% 296

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Lifelong Wealth Advisors
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Kendall Capital Management
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Adamsbrown Wealth Consultants
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Summit Financial Wealth Advisors
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LA
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Mayfair Advisory Group
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's FMDE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q3 2026, closing a stake of 1,103 shares — an estimated $44.7K sold.

Cornerstone Planning Group first reported a position in FMDE in Q4 2024 and held it in 7 quarters. The position peaked at $44.7K in Q2 2026. 93 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,103 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2026, an estimated $44.7K.
  • Cornerstone Planning Group first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Fidelity Enhanced Mid Cap Core ETF position peaked at $44.7K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.