HP
FMDE icon

Holistic Planning’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Holistic Planning’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 		$2.77M Buy
68,290
+4,957
+8% +$193K 0.43% 48
2026
Q1 		$2.28M Buy
63,333
+18,169
+40% +$673K 0.45% 47
2025
Q4 		$1.64M Buy
+45,164
New +$1.63M 0.35% 60

Other funds holding FMDE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Holistic Planning's FMDE Position: Q2 2026 in Review

Holistic Planning increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 7.8% in Q2 2026, buying an estimated $193K and bringing the position to 68,290 shares worth $2.77M. The position accounts for 0.43% of the portfolio, ranked #48.

Holistic Planning first reported a position in FMDE in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Holistic Planning held 68,290 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.77M as of Q2 2026.
  • Holistic Planning bought 4,957 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $193K.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.43% of Holistic Planning's portfolio in Q2 2026, its #48 holding.
  • Holistic Planning first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.