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Ground Swell Capital’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Ground Swell Capital’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
Q1 		– Sell
-7,645
Closed -$209K – 85
2023
Q4 		$209K Buy
+7,645
New +$201K 0.77% 36

Other funds holding FMDE

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Ground Swell Capital's FMDE Position: Q1 2024 in Review

Ground Swell Capital sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q1 2024, closing a stake of 7,645 shares — an estimated $209K sold.

Ground Swell Capital first reported a position in FMDE in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 91 funds tracked by Wall St. Rank hold FMDE as of Q1 2024.

  • Ground Swell Capital reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q1 2024 after selling out during the quarter.
  • Ground Swell Capital sold 7,645 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2024, an estimated $209K.
  • Ground Swell Capital first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and held it in 1 quarter.
  • Ground Swell Capital's Fidelity Enhanced Mid Cap Core ETF position peaked at $209K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2024.

Based on Ground Swell Capital's 13F filing for Q1 2024, filed 14 May 2024.