Mather Group’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Mather Group’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
2025 Q2	–	Sell	-3	Closed	-$90	–	995
2025 Q1	$90	Hold	3	–	–	﹤0.01%	1764
2024 Q4	$94	Buy	+3	New	+$100	﹤0.01%	1724
2024 Q3	–	Sell	-154	Closed	-$4.71K	–	1877
2024 Q2	$4.71K	Sell	154 -230	-60%	-$6.79K	﹤0.01%	1643
2024 Q1	$10.5K	Buy	+384	New	+$10.9K	﹤0.01%	1189

Other funds holding FMDE

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group's FMDE Position: Q2 2025 in Review

Mather Group sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2025, closing a stake of 3 shares — an estimated $90 sold.

Mather Group first reported a position in FMDE in Q1 2024 and held it in 4 quarters. The position peaked at $10.5K in Q1 2024. 159 funds tracked by Wall St. Rank hold FMDE as of Q2 2025.

Mather Group reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q2 2025 after selling out during the quarter.
Mather Group sold 3 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2025, an estimated $90.
Mather Group first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and held it in 4 quarters.
Mather Group's Fidelity Enhanced Mid Cap Core ETF position peaked at $10.5K in Q1 2024.
159 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.