LongView Wealth Management
FMDE icon

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
Q3 		$2.42M Sell
59,891
-2,475
-4% -$102K 0.58% 44
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% -$50.2K 0.72% 36
2023
Q4 		$1.66M Buy
+61,033
New +$1.61M 0.74% 35

Other funds holding FMDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LongView Wealth Management's FMDE Position: Q3 2026 in Review

LongView Wealth Management reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 4% in Q3 2026, selling an estimated $102K and leaving 59,891 shares worth $2.42M. The position accounts for 0.58% of the portfolio, ranked #44.

LongView Wealth Management first reported a position in FMDE in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.35M in Q4 2025. 220 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

  • LongView Wealth Management held 59,891 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.42M as of Q3 2026.
  • LongView Wealth Management sold 2,475 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2026, an estimated $102K.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.58% of LongView Wealth Management's portfolio in Q3 2026, its #44 holding.
  • LongView Wealth Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Fidelity Enhanced Mid Cap Core ETF position peaked at $5.35M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.