Great Valley Advisor Group’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Great Valley Advisor Group’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	$2.73M	Sell	67,319 -3,206	-5%	-$125K	0.04%	332
2026 Q1	$2.54M	Buy	70,525 +12,625	+22%	+$467K	0.05%	332
2025 Q4	$2.11M	Buy	+57,900	New	+$2.08M	0.04%	328
2025 Q2	–	Sell	-63,677	Closed	-$2M	–	913
2025 Q1	$2M	Buy	63,677 +10,011	+19%	+$332K	0.04%	312
2024 Q4	$1.76M	Buy	+53,666	New	+$1.8M	0.04%	337

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

Great Valley Advisor Group's FMDE Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 4.5% in Q2 2026, selling an estimated $125K and leaving 67,319 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #332.

Great Valley Advisor Group first reported a position in FMDE in Q4 2024 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Great Valley Advisor Group held 67,319 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.73M as of Q2 2026.
Great Valley Advisor Group sold 3,206 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $125K.
Fidelity Enhanced Mid Cap Core ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #332 holding.
Great Valley Advisor Group first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2024 and has held it in 5 quarters since.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.