HFS
FMDE icon

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

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 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 $1.47T AUM 27.86% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return