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

HoyleCohen’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 Q2	–	Sell	-10,460	Closed	-$319K	–	286
2024 Q1	$319K	Buy	+10,460	New	+$297K	0.02%	231

Other funds holding FMDE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

HoyleCohen's FMDE Position: Q2 2024 in Review

HoyleCohen sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2024, closing a stake of 10,460 shares — an estimated $319K sold.

HoyleCohen first reported a position in FMDE in Q1 2024 and held it in 1 quarter. The position peaked at $319K in Q1 2024. 90 funds tracked by Wall St. Rank hold FMDE as of Q2 2024.

HoyleCohen reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q2 2024 after selling out during the quarter.
HoyleCohen sold 10,460 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2024, an estimated $319K.
HoyleCohen first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and held it in 1 quarter.
HoyleCohen's Fidelity Enhanced Mid Cap Core ETF position peaked at $319K in Q1 2024.
90 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.