EFS
FMDE icon

Essex Financial Services’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Essex Financial Services’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 		$1.68M Buy
41,300
+2,805
+7% +$109K 0.08% 215
2026
Q1 		$1.38M Buy
38,495
+8,846
+30% +$327K 0.08% 214
2025
Q4 		$1.08M Buy
29,649
+12,166
+70% +$438K 0.06% 260
2025
Q3 		$632K Buy
+17,483
New +$619K 0.04% 364

Other funds holding FMDE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Essex Financial Services's FMDE Position: Q2 2026 in Review

Essex Financial Services increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 7.3% in Q2 2026, buying an estimated $109K and bringing the position to 41,300 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #215.

Essex Financial Services first reported a position in FMDE in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Essex Financial Services held 41,300 shares of Fidelity Enhanced Mid Cap Core ETF worth $1.68M as of Q2 2026.
  • Essex Financial Services bought 2,805 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $109K.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.08% of Essex Financial Services's portfolio in Q2 2026, its #215 holding.
  • Essex Financial Services first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.