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TrueWealth Advisors’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

TrueWealth 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
Q3 		$400K Buy
9,895
+959
+11% +$39.6K 0.09% 170
2026
Q2 		$363K Sell
8,936
-235
-3% -$9.13K 0.08% 179
2026
Q1 		$330K Sell
9,171
-103,100
-92% -$3.82M 0.08% 189
2025
Q4 		$4.08M Buy
112,271
+5,971
+6% +$215K 1.06% 18
2025
Q3 		$3.84M Buy
+106,300
New +$3.76M 1.04% 21

Other funds holding FMDE

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TrueWealth Advisors's FMDE Position: Q3 2026 in Review

TrueWealth Advisors increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 11% in Q3 2026, buying an estimated $39.6K and bringing the position to 9,895 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #170.

TrueWealth Advisors first reported a position in FMDE in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.08M in Q4 2025. 16 funds tracked by Wall St. Rank hold FMDE as of Q3 2026.

  • TrueWealth Advisors held 9,895 shares of Fidelity Enhanced Mid Cap Core ETF worth $400K as of Q3 2026.
  • TrueWealth Advisors bought 959 Fidelity Enhanced Mid Cap Core ETF shares in Q3 2026, an estimated $39.6K.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #170 holding.
  • TrueWealth Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2025 and has held it in 5 quarters since.
  • TrueWealth Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $4.08M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.