Pinnacle Associates’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Pinnacle Associates’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 Q3	$201K	Buy	4,978 +14	+0.3%	+$579	﹤0.01%	921
2026 Q2	$201K	Buy	+4,964	New	+$193K	﹤0.01%	933
2025 Q1	–	Sell	-6,963	Closed	-$229K	–	838
2024 Q4	$229K	Buy	+6,963	New	+$233K	﹤0.01%	780
2024 Q3	–	Sell	-6,921	Closed	-$204K	–	818
2024 Q2	$204K	Buy	6,921 +18	+0.3%	+$532	﹤0.01%	774
2024 Q1	$211K	Buy	+6,903	New	+$196K	﹤0.01%	786

Other funds holding FMDE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Pinnacle Associates's FMDE Position: Q3 2026 in Review

Pinnacle Associates increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 0.28% in Q3 2026, buying an estimated $579 and bringing the position to 4,978 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Pinnacle Associates first reported a position in FMDE in Q1 2024 and has held it in 5 quarters since. The position peaked at $229K in Q4 2024. 189 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

Pinnacle Associates held 4,978 shares of Fidelity Enhanced Mid Cap Core ETF worth $201K as of Q3 2026.
Pinnacle Associates bought 14 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2026, an estimated $579.
Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #921 holding.
Pinnacle Associates first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and has held it in 5 quarters since.
Pinnacle Associates's Fidelity Enhanced Mid Cap Core ETF position peaked at $229K in Q4 2024.
189 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.