MYIA
FMDE icon

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
2025
Q3 		– Sell
-15,928
Closed -$548K – 1009
2025
Q2 		$548K Buy
+15,928
New +$513K 0.04% 321

Other funds holding FMDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mount Yale Investment Advisors's FMDE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q3 2025, closing a stake of 15,928 shares — an estimated $548K sold.

Mount Yale Investment Advisors first reported a position in FMDE in Q2 2025 and held it in 1 quarter. The position peaked at $548K in Q2 2025. 191 funds tracked by Wall St. Rank hold FMDE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 15,928 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2025, an estimated $548K.
  • Mount Yale Investment Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $548K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.