Root Financial Partners
FMDE icon

Root Financial Partners’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Root Financial Partners’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 		$157K Buy
+3,878
New +$160K 0.01% 541
2026
Q2 		– Sell
-1,500
Closed -$53.9K – 1403
2026
Q1 		$53.9K Buy
+1,500
New +$55.5K ﹤0.01% 848

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Huntington National Bank
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Commonwealth Equity Services
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Thrivent Financial for Lutherans
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Morgan Stanley
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Root Financial Partners's FMDE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q3 2026: 3,878 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FMDE as recently as Q1 2026.

Root Financial Partners first reported a position in FMDE in Q1 2026 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

  • Root Financial Partners held 3,878 shares of Fidelity Enhanced Mid Cap Core ETF worth $157K as of Q3 2026.
  • Fidelity Enhanced Mid Cap Core ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #541 holding.
  • Root Financial Partners first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.