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

Fermata 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	$432K	Sell	10,648 -4,813	-31%	-$187K	0.09%	164
2026 Q1	$556K	Sell	15,461 -1,792	-10%	-$66.3K	0.13%	134
2025 Q4	$628K	Sell	17,253 -299	-2%	-$10.8K	0.15%	121
2025 Q3	$634K	Buy	17,552 +6,957	+66%	+$246K	0.16%	111
2025 Q2	$365K	Buy	+10,595	New	+$341K	0.1%	161

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

Fermata Advisors's FMDE Position: Q2 2026 in Review

Fermata Advisors reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 31% in Q2 2026, selling an estimated $187K and leaving 10,648 shares worth $432K. The position accounts for 0.09% of the portfolio, ranked #164.

Fermata Advisors first reported a position in FMDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $634K in Q3 2025. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Fermata Advisors held 10,648 shares of Fidelity Enhanced Mid Cap Core ETF worth $432K as of Q2 2026.
Fermata Advisors sold 4,813 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $187K.
Fidelity Enhanced Mid Cap Core ETF made up 0.09% of Fermata Advisors's portfolio in Q2 2026, its #164 holding.
Fermata Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
Fermata Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $634K in Q3 2025.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.