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

Waverly 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	$309K	Buy	7,608 +2	+0%	+$78	﹤0.01%	1400
2026 Q1	$274K	Buy	7,606 +973	+15%	+$36K	﹤0.01%	1345
2025 Q4	$241K	Hold	6,633	–	–	﹤0.01%	1311
2025 Q3	$240K	Buy	6,633 +45	+0.7%	+$1.59K	﹤0.01%	1134
2025 Q2	$227K	Buy	+6,588	New	+$212K	﹤0.01%	1078
2025 Q1	–	Sell	-6,218	Closed	-$204K	–	1113
2024 Q4	$204K	Buy	+6,218	New	+$208K	﹤0.01%	926

Other funds holding FMDE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors's FMDE Position: Q2 2026 in Review

Waverly Advisors increased its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 0.03% in Q2 2026, buying an estimated $78 and bringing the position to 7,608 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Waverly Advisors first reported a position in FMDE in Q4 2024 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Waverly Advisors held 7,608 shares of Fidelity Enhanced Mid Cap Core ETF worth $309K as of Q2 2026.
Waverly Advisors bought 2 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $78.
Fidelity Enhanced Mid Cap Core ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1400 holding.
Waverly Advisors first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.