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

Evanson 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
2025 Q3	–	Sell	-21,384	Closed	-$736K	–	328
2025 Q2	$736K	Buy	21,384 +68	+0.3%	+$2.19K	0.05%	163
2025 Q1	$668K	Buy	21,316 +73	+0.3%	+$2.42K	0.05%	150
2024 Q4	$698K	Buy	21,243 +62	+0.3%	+$2.08K	0.05%	151
2024 Q3	$681K	Buy	21,181 +65	+0.3%	+$1.98K	0.05%	144
2024 Q2	$622K	Buy	21,116 +55	+0.3%	+$1.63K	0.05%	149
2024 Q1	$643K	Buy	21,061 +85	+0.4%	+$2.42K	0.05%	152
2023 Q4	$573K	Buy	+20,976	New	+$552K	0.05%	156

Other funds holding FMDE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evanson Asset Management's FMDE Position: Q3 2025 in Review

Evanson Asset Management sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q3 2025, closing a stake of 21,384 shares — an estimated $736K sold.

Evanson Asset Management first reported a position in FMDE in Q4 2023 and held it in 7 quarters. The position peaked at $736K in Q2 2025. 191 funds tracked by Wall St. Rank hold FMDE as of Q3 2025.

Evanson Asset Management reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q3 2025 after selling out during the quarter.
Evanson Asset Management sold 21,384 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2025, an estimated $736K.
Evanson Asset Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and held it in 7 quarters.
Evanson Asset Management's Fidelity Enhanced Mid Cap Core ETF position peaked at $736K in Q2 2025.
191 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2025.

Based on Evanson Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.