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Walled Lake Planning & Wealth Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Walled Lake Planning & Wealth Management’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 		$18.1M Buy
446,041
+19,911
+5% +$774K 4.57% 5
2026
Q1 		$15.3M Buy
+426,130
New +$15.8M 4.5% 6

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

Walled Lake Planning & Wealth Management's FMDE Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 4.7% in Q2 2026, buying an estimated $774K and bringing the position to 446,041 shares worth $18.1M. The position accounts for 4.57% of the portfolio, ranked #5.

Walled Lake Planning & Wealth Management first reported a position in FMDE in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 446,041 shares of Fidelity Enhanced Mid Cap Core ETF worth $18.1M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 19,911 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $774K.
  • Fidelity Enhanced Mid Cap Core ETF made up 4.57% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.