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Duncan Williams Asset Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Duncan Williams Asset Management’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 		$21.7M Buy
+533,933
New +$20.8M 4.88% 5

Other funds holding FMDE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Duncan Williams Asset Management's FMDE Position: Q2 2026 in Review

Duncan Williams Asset Management opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026: 533,933 shares worth $21.7M. The stake represents 4.88% of the portfolio and ranks #5 among its holdings.

81 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Duncan Williams Asset Management held 533,933 shares of Fidelity Enhanced Mid Cap Core ETF worth $21.7M as of Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF was a new Duncan Williams Asset Management position in Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF made up 4.88% of Duncan Williams Asset Management's portfolio in Q2 2026, its #5 holding.
  • 81 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.