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Summit Financial Wealth Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Summit Financial Wealth 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
2026
Q2 		$23.5M Buy
579,236
+27,478
+5% +$1.07M 3.01% 7
2026
Q1 		$19.8M Buy
551,758
+12,261
+2% +$454K 2.81% 8
2025
Q4 		$19.6M Buy
+539,497
New +$19.4M 2.81% 8

Other funds holding FMDE

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 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

Summit Financial Wealth Advisors's FMDE Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 5% in Q2 2026, buying an estimated $1.07M and bringing the position to 579,236 shares worth $23.5M. The position accounts for 3.01% of the portfolio, ranked #7.

Summit Financial Wealth Advisors first reported a position in FMDE in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Summit Financial Wealth Advisors held 579,236 shares of Fidelity Enhanced Mid Cap Core ETF worth $23.5M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 27,478 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $1.07M.
  • Fidelity Enhanced Mid Cap Core ETF made up 3.01% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Summit Financial Wealth Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.