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NWAM LLC’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

NWAM LLC’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 		$798K Buy
22,197
+672
+3% +$24.9K 0.05% 325
2025
Q4 		$809K Buy
21,525
+59
+0.3% +$2.12K 0.05% 310
2025
Q3 		$769K Sell
21,466
-362
-2% -$12.8K 0.04% 328
2025
Q2 		$760K Buy
21,828
+66
+0.3% +$2.12K 0.04% 319
2025
Q1 		$682K Buy
21,762
+71
+0.3% +$2.35K 0.06% 264
2024
Q4 		$713K Buy
21,691
+61
+0.3% +$2.04K 0.04% 319
2024
Q3 		$696K Buy
+21,630
New +$659K 0.04% 319
2024
Q2 		– Sell
-21,514
Closed -$636K – 284
2024
Q1 		$636K Buy
21,514
+83
+0.4% +$2.36K 0.05% 288
2023
Q4 		$585K Buy
+21,431
New +$564K 0.05% 317

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