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 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 $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return