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Mount Yale Investment Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Mount Yale Investment Advisors’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 		$15.2M Buy
+374,896
New +$14.6M 0.28% 79
2025
Q3 		– Sell
-15,928
Closed -$548K – 1009
2025
Q2 		$548K Buy
+15,928
New +$513K 0.04% 321

Other funds holding FMDE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mount Yale Investment Advisors's FMDE Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026: 374,896 shares worth $15.2M. The stake represents 0.28% of the portfolio and ranks #79 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FMDE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in FMDE in Q2 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Mount Yale Investment Advisors held 374,896 shares of Fidelity Enhanced Mid Cap Core ETF worth $15.2M as of Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.28% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Mount Yale Investment Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q2 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.