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Pathway Financial Advisers’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Pathway Financial Advisers’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
2024
Q3 		– Sell
-155
Closed -$4.55K – 429
2024
Q2 		$4.55K Buy
155
+1
+0.6% +$30 ﹤0.01% 397
2024
Q1 		$4.71K Buy
154
+1
+0.7% +$28 ﹤0.01% 404
2023
Q4 		$4.19K Buy
+153
New +$4.03K ﹤0.01% 424

Other funds holding FMDE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Pathway Financial Advisers's FMDE Position: Q3 2024 in Review

Pathway Financial Advisers sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q3 2024, closing a stake of 155 shares — an estimated $4.55K sold.

Pathway Financial Advisers first reported a position in FMDE in Q4 2023 and held it in 3 quarters. The position peaked at $4.71K in Q1 2024. 92 funds tracked by Wall St. Rank hold FMDE as of Q3 2024.

  • Pathway Financial Advisers reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q3 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 155 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2024, an estimated $4.55K.
  • Pathway Financial Advisers first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and held it in 3 quarters.
  • Pathway Financial Advisers's Fidelity Enhanced Mid Cap Core ETF position peaked at $4.71K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2024.

Based on Pathway Financial Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.