IAA
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Independent Advisor Alliance’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Independent Advisor Alliance’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 		– Sell
-57,268
Closed -$2.06M – 1241
2026
Q1 		$2.06M Buy
+57,268
New +$2.12M 0.02% 553

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

Independent Advisor Alliance's FMDE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026, closing a stake of 57,268 shares — an estimated $2.06M sold.

Independent Advisor Alliance first reported a position in FMDE in Q1 2026 and held it in 1 quarter. The position peaked at $2.06M in Q1 2026. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 57,268 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $2.06M.
  • Independent Advisor Alliance first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Fidelity Enhanced Mid Cap Core ETF position peaked at $2.06M in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.