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

LongView Wealth Management’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	$2.53M	Sell	62,366 -45,899	-42%	-$1.78M	0.65%	43
2026 Q1	$4.09M	Sell	108,265 -34,478	-24%	-$1.28M	1.03%	25
2025 Q4	$5.35M	Buy	142,743 +32	+0%	+$1.15K	1.29%	18
2025 Q3	$5.16M	Buy	142,711 +4,695	+3%	+$166K	1.4%	18
2025 Q2	$4.75M	Sell	138,016 -5,835	-4%	-$188K	1.44%	16
2025 Q1	$4.51M	Buy	143,851 +72,580	+102%	+$2.4M	1.35%	19
2024 Q4	$2.34M	Sell	71,271 -1,773	-2%	-$59.4K	0.71%	32
2024 Q3	$2.35M	Buy	73,044 +4,727	+7%	+$144K	0.75%	35
2024 Q2	$2.01M	Buy	68,317 +9,051	+15%	+$267K	0.74%	36
2024 Q1	$1.81M	Sell	59,266 -1,767	-3%	-$50.3K	0.72%	36
2023 Q4	$1.66M	Buy	+61,033	New	+$1.61M	0.74%	35

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

LongView Wealth Management's FMDE Position: Q2 2026 in Review

LongView Wealth Management reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 42% in Q2 2026, selling an estimated $1.78M and leaving 62,366 shares worth $2.53M. The position accounts for 0.65% of the portfolio, ranked #43.

LongView Wealth Management first reported a position in FMDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.35M in Q4 2025. 84 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

LongView Wealth Management held 62,366 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.53M as of Q2 2026.
LongView Wealth Management sold 45,899 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $1.78M.
Fidelity Enhanced Mid Cap Core ETF made up 0.65% of LongView Wealth Management's portfolio in Q2 2026, its #43 holding.
LongView Wealth Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Fidelity Enhanced Mid Cap Core ETF position peaked at $5.35M in Q4 2025.
84 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.