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

Gimbal Financial’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
Q1 		– Sell
-47,687
Closed -$1.57M – 44
2024
Q4 		$1.57M Buy
47,687
+2,911
+7% +$97.5K 1.28% 13
2024
Q3 		$1.45M Buy
+44,776
New +$1.36M 0.94% 14

Other funds holding FMDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Gimbal Financial's FMDE Position: Q1 2025 in Review

Gimbal Financial sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q1 2025, closing a stake of 47,687 shares — an estimated $1.57M sold.

Gimbal Financial first reported a position in FMDE in Q3 2024 and held it in 2 quarters. The position peaked at $1.57M in Q4 2024. 133 funds tracked by Wall St. Rank hold FMDE as of Q1 2025.

  • Gimbal Financial reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Gimbal Financial sold 47,687 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2025, an estimated $1.57M.
  • Gimbal Financial first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2024 and held it in 2 quarters.
  • Gimbal Financial's Fidelity Enhanced Mid Cap Core ETF position peaked at $1.57M in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2025.

Based on Gimbal Financial's 13F filing for Q1 2025, filed 23 Apr 2025.