Mark Sheptoff Financial Planning’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Mark Sheptoff Financial Planning’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	$18.9K	Buy	466 +129	+38%	+$5.01K	0.01%	292
2026 Q1	$13.1K	Buy	337 +1	+0.3%	+$37	0.01%	312
2025 Q4	$12.2K	Buy	336 +1	+0.3%	+$36	0.01%	329
2025 Q3	$12.1K	Buy	335 +1	+0.3%	+$35	0.01%	327
2025 Q2	$11.5K	Buy	334 +1	+0.3%	+$32	0.01%	325
2025 Q1	$10.4K	Buy	333 +1	+0.3%	+$33	0.01%	321
2024 Q4	$10.9K	Buy	332 +1	+0.3%	+$33	0.01%	308
2024 Q3	$10.6K	Buy	331 +1	+0.3%	+$30	0.01%	301
2024 Q2	$9.71K	Buy	330 +1	+0.3%	+$30	0.01%	318
2024 Q1	$10K	Buy	329 +1	+0.3%	+$28	0.01%	293
2023 Q4	$8.95K	Buy	+328	New	+$8.63K	0.01%	295

Other funds holding FMDE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mark Sheptoff Financial Planning's FMDE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 38% in Q2 2026, buying an estimated $5.01K and bringing the position to 466 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #292.

Mark Sheptoff Financial Planning first reported a position in FMDE in Q4 2023 and has held it in 11 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Mark Sheptoff Financial Planning held 466 shares of Fidelity Enhanced Mid Cap Core ETF worth $18.9K as of Q2 2026.
Mark Sheptoff Financial Planning bought 129 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $5.01K.
Fidelity Enhanced Mid Cap Core ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #292 holding.
Mark Sheptoff Financial Planning first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.