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

KWB Wealth’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 Q3	$302K	Hold	7,480	–	–	0.03%	153
2026 Q2	$304K	Sell	7,480 -1,267	-14%	-$49.2K	0.03%	147
2026 Q1	$318K	Hold	8,747	–	–	0.03%	127
2025 Q4	$318K	Sell	8,747 -312	-3%	-$11.2K	0.03%	137
2025 Q3	$312K	Buy	+9,059	New	+$320K	0.03%	113

Other funds holding FMDE

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

KWB Wealth's FMDE Position: Q3 2026 in Review

KWB Wealth held its Fidelity Enhanced Mid Cap Core ETF (FMDE) position steady in Q3 2026 at 7,480 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #153.

KWB Wealth first reported a position in FMDE in Q3 2025 and has held it in 5 quarters since. The position peaked at $318K in Q1 2026. 175 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

KWB Wealth held 7,480 shares of Fidelity Enhanced Mid Cap Core ETF worth $302K as of Q3 2026.
KWB Wealth left its Fidelity Enhanced Mid Cap Core ETF share count unchanged in Q3 2026.
Fidelity Enhanced Mid Cap Core ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #153 holding.
KWB Wealth first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2025 and has held it in 5 quarters since.
KWB Wealth's Fidelity Enhanced Mid Cap Core ETF position peaked at $318K in Q1 2026.
175 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.