Lynch & Associates’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Lynch & Associates’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	$4.1M	Buy	101,115 +9,008	+10%	+$350K	0.72%	44
2026 Q1	$3.31M	Buy	92,107 +23,116	+34%	+$856K	0.62%	47
2025 Q4	$2.51M	Buy	68,991 +10,484	+18%	+$377K	0.47%	53
2025 Q3	$2.12M	Buy	58,507 +6,457	+12%	+$228K	0.41%	56
2025 Q2	$1.79M	Buy	52,050 +10,782	+26%	+$347K	0.36%	63
2025 Q1	$1.29M	Buy	41,268 +23,923	+138%	+$792K	0.28%	73
2024 Q4	$570K	Buy	17,345 +2,040	+13%	+$68.3K	0.12%	88
2024 Q3	$492K	Buy	15,305 +4,001	+35%	+$122K	0.1%	96
2024 Q2	$333K	Buy	11,304 +2,209	+24%	+$65.2K	0.08%	103
2024 Q1	$278K	Buy	9,095 +1,495	+20%	+$42.5K	0.06%	109
2023 Q4	$207K	Buy	+7,600	New	+$200K	0.05%	115

Other funds holding FMDE

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Lynch & Associates's FMDE Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 9.8% in Q2 2026, buying an estimated $350K and bringing the position to 101,115 shares worth $4.1M. The position accounts for 0.72% of the portfolio, ranked #44.

Lynch & Associates first reported a position in FMDE in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Lynch & Associates held 101,115 shares of Fidelity Enhanced Mid Cap Core ETF worth $4.1M as of Q2 2026.
Lynch & Associates bought 9,008 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $350K.
Fidelity Enhanced Mid Cap Core ETF made up 0.72% of Lynch & Associates's portfolio in Q2 2026, its #44 holding.
Lynch & Associates first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
58 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.