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EP Wealth Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

EP Wealth Advisors’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 		$200K Buy
+4,931
New +$192K ﹤0.01% 1511
2026
Q1 		– Sell
-7,014
Closed -$255K – 1533
2025
Q4 		$255K Buy
+7,014
New +$252K ﹤0.01% 1227

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

EP Wealth Advisors's FMDE Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026: 4,931 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FMDE as recently as Q4 2025.

EP Wealth Advisors first reported a position in FMDE in Q4 2025 and has held it in 2 quarters since. The position peaked at $255K in Q4 2025. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • EP Wealth Advisors held 4,931 shares of Fidelity Enhanced Mid Cap Core ETF worth $200K as of Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF was a new EP Wealth Advisors position in Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1511 holding.
  • EP Wealth Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $255K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.