LF
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LifeSteps Financial’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

LifeSteps Financial’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 		$59.9K Buy
+1,476
New +$57.4K 0.03% 198
2024
Q2 		– Sell
-721
Closed -$22K – 197
2024
Q1 		$22K Buy
+721
New +$20.5K 0.02% 223

Other funds holding FMDE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LifeSteps Financial's FMDE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026: 1,476 shares worth $59.9K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in FMDE as recently as Q1 2024.

LifeSteps Financial first reported a position in FMDE in Q1 2024 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • LifeSteps Financial held 1,476 shares of Fidelity Enhanced Mid Cap Core ETF worth $59.9K as of Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF was a new LifeSteps Financial position in Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #198 holding.
  • LifeSteps Financial first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.