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Providence Capital Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Providence Capital 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
2024
Q4 		– Sell
-420
Closed -$13.5K – 188
2024
Q3 		$13.5K Hold
420
– – ﹤0.01% 243
2024
Q2 		$12.4K Hold
420
– – ﹤0.01% 234
2024
Q1 		$12.9K Hold
420
– – ﹤0.01% 229
2023
Q4 		$11.5K Buy
+420
New +$11.1K ﹤0.01% 242

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Providence Capital Advisors's FMDE Position: Q4 2024 in Review

Providence Capital Advisors sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q4 2024, closing a stake of 420 shares — an estimated $13.5K sold.

Providence Capital Advisors first reported a position in FMDE in Q4 2023 and held it in 4 quarters. The position peaked at $13.5K in Q3 2024. 120 funds tracked by Wall St. Rank hold FMDE as of Q4 2024.

  • Providence Capital Advisors reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 420 Fidelity Enhanced Mid Cap Core ETF shares in Q4 2024, an estimated $13.5K.
  • Providence Capital Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2023 and held it in 4 quarters.
  • Providence Capital Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $13.5K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.