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

HBC Financial Services’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
Q4 		$161K Buy
4,914
+14
+0.3% +$469 0.1% 37
2024
Q3 		$159K Buy
4,900
+15
+0.3% +$457 0.1% 39
2024
Q2 		$148K Sell
4,885
-489
-9% -$14.4K 0.09% 41
2024
Q1 		$154K Buy
5,374
+22
+0.4% +$626 0.1% 37
2023
Q4 		$146K Buy
+5,352
New +$141K 0.1% 38

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HBC Financial Services's FMDE Position: Q4 2024 in Review

HBC Financial Services increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 0.29% in Q4 2024, buying an estimated $469 and bringing the position to 4,914 shares worth $161K. The position accounts for 0.1% of the portfolio, ranked #37.

HBC Financial Services first reported a position in FMDE in Q4 2023 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold FMDE as of Q4 2024.

  • HBC Financial Services held 4,914 shares of Fidelity Enhanced Mid Cap Core ETF worth $161K as of Q4 2024.
  • HBC Financial Services bought 14 Fidelity Enhanced Mid Cap Core ETF shares in Q4 2024, an estimated $469.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.1% of HBC Financial Services's portfolio in Q4 2024, its #37 holding.
  • HBC Financial Services first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.