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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

TrueWealth Advisors's FMDE Position: Q2 2026 in Review

TrueWealth Advisors reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 2.6% in Q2 2026, selling an estimated $9.13K and leaving 8,936 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #179.

TrueWealth Advisors first reported a position in FMDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.08M in Q4 2025. 137 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

TrueWealth Advisors held 8,936 shares of Fidelity Enhanced Mid Cap Core ETF worth $363K as of Q2 2026.
TrueWealth Advisors sold 235 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $9.13K.
Fidelity Enhanced Mid Cap Core ETF made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #179 holding.
TrueWealth Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
TrueWealth Advisors's Fidelity Enhanced Mid Cap Core ETF position peaked at $4.08M in Q4 2025.
137 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.