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Hazlett, Burt & Watson’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Hazlett, Burt & Watson’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
Q2 		– Sell
-311
Closed -$10K – 814
2025
Q1 		$10K Buy
311
+1
+0.3% +$33 ﹤0.01% 565
2024
Q4 		$10K Buy
+310
New +$10.4K ﹤0.01% 539

Other funds holding FMDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hazlett, Burt & Watson's FMDE Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2025, closing a stake of 311 shares — an estimated $10K sold.

Hazlett, Burt & Watson first reported a position in FMDE in Q4 2024 and held it in 2 quarters. The position peaked at $10K in Q1 2025. 159 funds tracked by Wall St. Rank hold FMDE as of Q2 2025.

  • Hazlett, Burt & Watson reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 311 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2025, an estimated $10K.
  • Hazlett, Burt & Watson first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2024 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Fidelity Enhanced Mid Cap Core ETF position peaked at $10K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.