Kestra Advisory Services’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Kestra Advisory Services’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 Q1	$68.4M	Buy	1,901,836 +376,601	+25%	+$13.9M	0.26%	67
2025 Q4	$55.5M	Buy	1,525,235 +227,817	+18%	+$8.2M	0.23%	74
2025 Q3	$46.9M	Buy	1,297,418 +74,011	+6%	+$2.62M	0.21%	86
2025 Q2	$42.1M	Buy	1,223,407 +231,477	+23%	+$7.45M	0.21%	88
2025 Q1	$31.1M	Buy	991,930 +939,308	+1,785%	+$31.1M	0.15%	107
2024 Q4	$1.73M	Buy	52,622 +1,185	+2%	+$39.7K	0.01%	1082
2024 Q3	$1.65M	Buy	51,437 +14,712	+40%	+$448K	0.01%	1058
2024 Q2	$1.08M	Buy	36,725 +2,728	+8%	+$80.6K	0.01%	1269
2024 Q1	$1.04M	Sell	33,997 -6,823	-17%	-$194K	0.01%	1219
2023 Q4	$1.11M	Buy	+40,820	New	+$1.07M	0.01%	1066

Other funds holding FMDE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

Kestra Advisory Services's FMDE Position: Q1 2026 in Review

Kestra Advisory Services increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 25% in Q1 2026, buying an estimated $13.9M and bringing the position to 1,901,836 shares worth $68.4M. The position accounts for 0.26% of the portfolio, ranked #67.

Kestra Advisory Services first reported a position in FMDE in Q4 2023 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold FMDE as of Q1 2026.

Kestra Advisory Services held 1,901,836 shares of Fidelity Enhanced Mid Cap Core ETF worth $68.4M as of Q1 2026.
Kestra Advisory Services bought 376,601 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2026, an estimated $13.9M.
Fidelity Enhanced Mid Cap Core ETF made up 0.26% of Kestra Advisory Services's portfolio in Q1 2026, its #67 holding.
Kestra Advisory Services first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 10 quarters since.
258 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.