Institutional & Family Asset Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Institutional & Family Asset Management’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	$5.4K	Hold	183	–	–	﹤0.01%	488
2024 Q1	$5.59K	Buy	183 +19	+12%	+$540	﹤0.01%	478
2023 Q4	$4.49K	Buy	+164	New	+$4.32K	﹤0.01%	491

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

Institutional & Family Asset Management's FMDE Position: Q2 2024 in Review

Institutional & Family Asset Management held its Fidelity Enhanced Mid Cap Core ETF (FMDE) position steady in Q2 2024 at 183 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Institutional & Family Asset Management first reported a position in FMDE in Q4 2023 and has held it in 3 quarters since. The position peaked at $5.59K in Q1 2024. 90 funds tracked by Wall St. Rank hold FMDE as of Q2 2024.

Institutional & Family Asset Management held 183 shares of Fidelity Enhanced Mid Cap Core ETF worth $5.4K as of Q2 2024.
Institutional & Family Asset Management left its Fidelity Enhanced Mid Cap Core ETF share count unchanged in Q2 2024.
Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #488 holding.
Institutional & Family Asset Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 3 quarters since.
Institutional & Family Asset Management's Fidelity Enhanced Mid Cap Core ETF position peaked at $5.59K in Q1 2024.
90 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.