Modern Wealth Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Modern Wealth 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 Q1	$297K	Buy	8,170 +24	+0.3%	+$888	0.01%	717
2025 Q4	$296K	Buy	8,146 +24	+0.3%	+$864	0.01%	681
2025 Q3	$294K	Buy	8,122 +27	+0.3%	+$955	0.01%	651
2025 Q2	$279K	Buy	8,095 +26	+0.3%	+$837	0.01%	630
2025 Q1	$253K	Buy	8,069 +27	+0.3%	+$894	0.01%	581
2024 Q4	$264K	Buy	8,042 +24	+0.3%	+$804	0.01%	488
2024 Q3	$258K	Buy	8,018 +25	+0.3%	+$762	0.02%	371
2024 Q2	$235K	Buy	+7,993	New	+$236K	0.02%	357

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