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 Q2	$1.13M	Sell	27,945 -1,613	-5%	-$62.7K	0.42%	48
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

Other funds holding FMDE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evergreen Private Wealth's FMDE Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 5.5% in Q2 2026, selling an estimated $62.7K and leaving 27,945 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #48.

Evergreen Private Wealth first reported a position in FMDE in Q1 2024 and has held it in 10 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Evergreen Private Wealth held 27,945 shares of Fidelity Enhanced Mid Cap Core ETF worth $1.13M as of Q2 2026.
Evergreen Private Wealth sold 1,613 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $62.7K.
Fidelity Enhanced Mid Cap Core ETF made up 0.42% of Evergreen Private Wealth's portfolio in Q2 2026, its #48 holding.
Evergreen Private Wealth first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and has held it in 10 quarters since.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.