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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
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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RPSA
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GHA
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KWM
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MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM

Root Financial Partners's FMDE Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q2 2026, closing a stake of 1,500 shares — an estimated $53.9K sold.

Root Financial Partners first reported a position in FMDE in Q1 2026 and held it in 1 quarter. The position peaked at $53.9K in Q1 2026. 131 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,500 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $53.9K.
  • Root Financial Partners first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Fidelity Enhanced Mid Cap Core ETF position peaked at $53.9K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.