Summit Wealth Group (Colorado)’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Summit Wealth Group (Colorado)’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	$3.36M	Buy	82,725 +42	+0.1%	+$1.63K	0.28%	49
2026 Q1	$2.97M	Sell	82,683 -2,576	-3%	-$95.4K	0.31%	42
2025 Q4	$3.1M	Buy	+85,259	New	+$3.07M	0.41%	36
2025 Q3	–	Sell	-97,568	Closed	-$3.36M	–	333
2025 Q2	$3.36M	Buy	+97,568	New	+$3.14M	0.84%	31

Other funds holding FMDE

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FMDE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 0.05% in Q2 2026, buying an estimated $1.63K and bringing the position to 82,725 shares worth $3.36M. The position accounts for 0.28% of the portfolio, ranked #49.

Summit Wealth Group (Colorado) first reported a position in FMDE in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.36M in Q2 2025. 119 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Summit Wealth Group (Colorado) held 82,725 shares of Fidelity Enhanced Mid Cap Core ETF worth $3.36M as of Q2 2026.
Summit Wealth Group (Colorado) bought 42 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $1.63K.
Fidelity Enhanced Mid Cap Core ETF made up 0.28% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #49 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Fidelity Enhanced Mid Cap Core ETF position peaked at $3.36M in Q2 2025.
119 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.