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Global Assets Advisory’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Global Assets Advisory’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
2024
Q2 		– Sell
-410
Closed -$12.5K – 225
2024
Q1 		$12.5K Buy
+410
New +$11.7K 0.01% 520

Other funds holding FMDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Global Assets Advisory's FMDE Position: Q2 2024 in Review

Global Assets Advisory sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2024, closing a stake of 410 shares — an estimated $12.5K sold.

Global Assets Advisory first reported a position in FMDE in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 90 funds tracked by Wall St. Rank hold FMDE as of Q2 2024.

  • Global Assets Advisory reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 410 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2024, an estimated $12.5K.
  • Global Assets Advisory first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Fidelity Enhanced Mid Cap Core ETF position peaked at $12.5K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.