SAG
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SageView Advisory Group’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-884
Closed -$32.2K – 1234
2025
Q4 		$32.2K Buy
+884
New +$31.8K ﹤0.01% 1258

Other funds holding FMDE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SageView Advisory Group's FMDE Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity Enhanced Mid Cap Core ETF (FMDE) in Q1 2026, closing a stake of 884 shares — an estimated $32.2K sold.

SageView Advisory Group first reported a position in FMDE in Q4 2025 and held it in 1 quarter. The position peaked at $32.2K in Q4 2025. 260 funds tracked by Wall St. Rank hold FMDE as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity Enhanced Mid Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 884 Fidelity Enhanced Mid Cap Core ETF shares in Q1 2026, an estimated $32.2K.
  • SageView Advisory Group first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Fidelity Enhanced Mid Cap Core ETF position peaked at $32.2K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.