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Evergreen Private Wealth’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Evergreen Private Wealth’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
Q1 		$1.06M Buy
29,558
+572
+2% +$21.2K 0.43% 48
2025
Q4 		$1.05M Buy
28,986
+544
+2% +$19.6K 0.42% 48
2025
Q3 		$1.03M Buy
28,442
+2,149
+8% +$76K 0.42% 48
2025
Q2 		$905K Sell
26,293
-2,627
-9% -$84.5K 0.38% 50
2025
Q1 		$906K Sell
28,920
-62
-0.2% -$2.05K 0.42% 50
2024
Q4 		$952K Buy
28,982
+1,075
+4% +$36K 0.45% 50
2024
Q3 		$897K Buy
27,907
+1,669
+6% +$50.9K 0.42% 52
2024
Q2 		$773K Buy
26,238
+14,333
+120% +$423K 0.38% 53
2024
Q1 		$364K Buy
+11,905
New +$339K 0.18% 60

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Fidelity Investments
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LPL Financial
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Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return