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
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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Pinnacle Associates's FMDE Position: Q1 2025 in Review

Pinnacle Associates sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q1 2025, closing a stake of 6,963 shares — an estimated $229K sold.

Pinnacle Associates first reported a position in FMDE in Q1 2024 and held it in 3 quarters. The position peaked at $229K in Q4 2024. 133 funds tracked by Wall St. Rank hold FMDE as of Q1 2025.

Pinnacle Associates reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
Pinnacle Associates sold 6,963 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2025, an estimated $229K.
Pinnacle Associates first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and held it in 3 quarters.
Pinnacle Associates's Fidelity Enhanced Mid Cap Core ETF position peaked at $229K in Q4 2024.
133 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.