KW
FMDE icon

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
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

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

KWB Wealth's FMDE Position: Q2 2026 in Review

KWB Wealth reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 14% in Q2 2026, selling an estimated $49.2K and leaving 7,480 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #147.

KWB Wealth first reported a position in FMDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q1 2026. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • KWB Wealth held 7,480 shares of Fidelity Enhanced Mid Cap Core ETF worth $304K as of Q2 2026.
  • KWB Wealth sold 1,267 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $49.2K.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #147 holding.
  • KWB Wealth first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
  • KWB Wealth's Fidelity Enhanced Mid Cap Core ETF position peaked at $318K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

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