Marshall Investment Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Marshall Investment 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	$98.2K	Buy	2,421 +292	+14%	+$11.3K	0.04%	100
2026 Q1	$76.5K	Sell	2,129 -237,936	-99%	-$8.81M	0.04%	107
2025 Q4	$8.73M	Sell	240,065 -3,214	-1%	-$116K	4.39%	4
2025 Q3	$8.79M	Buy	243,279 +237,043	+3,801%	+$8.39M	4.66%	6
2025 Q2	$215K	Buy	6,236 +5,020	+413%	+$162K	1.02%	24
2025 Q1	$38.1K	Buy	+1,216	New	+$40.3K	0.02%	116

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

Marshall Investment Management's FMDE Position: Q2 2026 in Review

Marshall Investment Management increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 14% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,421 shares worth $98.2K. The position accounts for 0.04% of the portfolio, ranked #100.

Marshall Investment Management first reported a position in FMDE in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.79M in Q3 2025. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Marshall Investment Management held 2,421 shares of Fidelity Enhanced Mid Cap Core ETF worth $98.2K as of Q2 2026.
Marshall Investment Management bought 292 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $11.3K.
Fidelity Enhanced Mid Cap Core ETF made up 0.04% of Marshall Investment Management's portfolio in Q2 2026, its #100 holding.
Marshall Investment Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
Marshall Investment Management's Fidelity Enhanced Mid Cap Core ETF position peaked at $8.79M in Q3 2025.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.