RJFSA
FMDE icon

Raymond James Financial Services Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Raymond James Financial Services 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
Q3 		$2.75M Buy
85,587
+16,996
+25% +$518K ﹤0.01% 1554
2024
Q2 		$2.02M Buy
68,591
+13,747
+25% +$406K ﹤0.01% 1664
2024
Q1 		$1.67M Buy
+54,844
New +$1.56M ﹤0.01% 1735

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

Raymond James Financial Services Advisors's FMDE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 25% in Q3 2024, buying an estimated $518K and bringing the position to 85,587 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Raymond James Financial Services Advisors first reported a position in FMDE in Q1 2024 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold FMDE as of Q3 2024.

  • Raymond James Financial Services Advisors held 85,587 shares of Fidelity Enhanced Mid Cap Core ETF worth $2.75M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 16,996 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2024, an estimated $518K.
  • Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1554 holding.
  • Raymond James Financial Services Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2024 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.