JFS Wealth Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

JFS Wealth Advisors’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	$115K	Buy	2,843 +8	+0.3%	+$311	0.01%	407
2026 Q1	$102K	Buy	2,835 +8	+0.3%	+$296	0.01%	409
2025 Q4	$103K	Buy	2,827 +8	+0.3%	+$288	0.01%	407
2025 Q3	$102K	Buy	2,819 +10	+0.4%	+$354	0.01%	407
2025 Q2	$96.7K	Buy	2,809 +9	+0.3%	+$290	0.01%	375
2025 Q1	$87.8K	Sell	2,800 -1,041	-27%	-$34.5K	0.01%	384
2024 Q4	$126K	Buy	3,841 +12	+0.3%	+$402	0.01%	337
2024 Q3	$123K	Buy	3,829 +11	+0.3%	+$335	0.01%	340
2024 Q2	$112K	Buy	3,818 +10	+0.3%	+$295	0.01%	296
2024 Q1	$116K	Buy	3,808 +16	+0.4%	+$455	0.01%	299
2023 Q4	$104K	Buy	+3,792	New	+$99.8K	0.01%	298

Other funds holding FMDE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JFS Wealth Advisors's FMDE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 0.28% in Q2 2026, buying an estimated $311 and bringing the position to 2,843 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #407.

JFS Wealth Advisors first reported a position in FMDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $126K in Q4 2024. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

JFS Wealth Advisors held 2,843 shares of Fidelity Enhanced Mid Cap Core ETF worth $115K as of Q2 2026.
JFS Wealth Advisors bought 8 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $311.
Fidelity Enhanced Mid Cap Core ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #407 holding.
JFS Wealth Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $126K in Q4 2024.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.