Creative Planning
FMDE icon

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

Creative Planning’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 		$1.08M Buy
26,711
+9,512
+55% +$370K ﹤0.01% 2577
2026
Q1 		$618K Buy
17,199
+1,058
+7% +$39.2K ﹤0.01% 2862
2025
Q4 		$587K Sell
16,141
-2,102
-12% -$75.7K ﹤0.01% 2695
2025
Q3 		$660K Buy
18,243
+655
+4% +$23.2K ﹤0.01% 2484
2025
Q2 		$605K Buy
17,588
+3,924
+29% +$126K ﹤0.01% 2292
2025
Q1 		$428K Buy
13,664
+1,457
+12% +$48.3K ﹤0.01% 2435
2024
Q4 		$401K Buy
12,207
+3,827
+46% +$128K ﹤0.01% 2433
2024
Q3 		$269K Buy
8,380
+17
+0.2% +$518 ﹤0.01% 2609
2024
Q2 		$246K Sell
8,363
-400
-5% -$11.8K ﹤0.01% 2514
2024
Q1 		$268K Sell
8,763
-127
-1% -$3.61K ﹤0.01% 2345
2023
Q4 		$243K Buy
+8,890
New +$234K ﹤0.01% 2260

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

Creative Planning's FMDE Position: Q2 2026 in Review

Creative Planning increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 55% in Q2 2026, buying an estimated $370K and bringing the position to 26,711 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Creative Planning first reported a position in FMDE in Q4 2023 and has held it in 11 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Creative Planning held 26,711 shares of Fidelity Enhanced Mid Cap Core ETF worth $1.08M as of Q2 2026.
  • Creative Planning bought 9,512 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $370K.
  • Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2577 holding.
  • Creative Planning first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.