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Worth Asset Management’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Worth Asset 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 		$1.48M Sell
36,508
-20,752
-36% -$807K 0.47% 48
2026
Q1 		$2.06M Buy
+57,260
New +$2.12M 0.77% 31

Other funds holding FMDE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Worth Asset Management's FMDE Position: Q2 2026 in Review

Worth Asset Management reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 36% in Q2 2026, selling an estimated $807K and leaving 36,508 shares worth $1.48M. The position accounts for 0.47% of the portfolio, ranked #48.

Worth Asset Management first reported a position in FMDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.06M in Q1 2026. 58 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

  • Worth Asset Management held 36,508 shares of Fidelity Enhanced Mid Cap Core ETF worth $1.48M as of Q2 2026.
  • Worth Asset Management sold 20,752 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $807K.
  • Fidelity Enhanced Mid Cap Core ETF made up 0.47% of Worth Asset Management's portfolio in Q2 2026, its #48 holding.
  • Worth Asset Management first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • Worth Asset Management's Fidelity Enhanced Mid Cap Core ETF position peaked at $2.06M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.