Fidelity Enhanced Mid CapFMDEETF

13F holders, Q1 2024 (March 31)
89holders
$30.53avg. 13F price*

At the end of Q1 2024, 89 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings. The largest holders were Cetera Investment Advisers ($10.4M), Commonwealth Equity Services, LLC ($9.3M) and LPL Financial LLC ($7.1M).

Company
Fidelity Enhanced Mid Cap Co.
CUSIP
31609A503
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 89Q1 2024Q2 2024: 90Q2 2024Q3 2024: 92Q3 2024Q4 2024: 120Q4 2024Q1 2025: 133Q1 2025Q2 2025: 159Q2 2025Q3 2025: 191Q3 2025Q4 2025: 242Q4 2025Q1 2026: 260Q1 2026Q2 2026: 286Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions24$11.5M
Exits6$2.9M

Ownership 89 holders

Cetera Investment Advisers 0.02% Add +1799.9% 340,793 $10.4M
Commonwealth Equity Services, LLC 0.02% Add +4.7% 303,294 $9.3M
LPL Financial LLC 0.00% Add +237.6% 231,270 $7.1M
Lincoln National Corp. 0.08% Add +0.7% 166,600 $5.1M
FMR LLC 0.00% Add +32.9% 137,673 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.8% 127,597 $3.9M
Pathstone Holdings, LLC 0.02% New 114,194 $3.5M
Raymond James & Associates 0.00% New 94,296 $2.9M
Fifth Third Securities, Inc. 0.23% Reduce -3.0% 78,021 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -1.5% 75,097 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -17.3% 71,508 $2.2M
LongView Wealth Management 0.72% Reduce -2.9% 59,266 $1.8M
Principal Securities, Inc. 0.05% Reduce -3.3% 56,160 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% New 54,844 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -29.6% 54,774 $1.7M
Hancock Whitney Corp. 0.05% No change 50,750 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -16.7% 33,997 $1.0M
MML Investors Services, LLC 0.00% Reduce -23.2% 30,842 $942K
Certified Advisory Corp 0.12% Reduce -1.6% 28,668 $876K
Dakota Wealth Management 0.02% Add +0.4% 24,482 $748K
Avantax Advisory Services, Inc. 0.01% Add +0.2% 22,733 $694K
Sunbelt Securities, Inc. 0.08% Reduce -3.3% 22,709 $694K
Atria Wealth Solutions, Inc. 0.01% New 22,384 $684K
Evanson Asset Management, LLC 0.05% Add +0.4% 21,061 $643K
Nwam LLC 0.05% Add +0.4% 21,514 $636K
Demars Financial Group, LLC 0.31% Reduce -8.1% 20,638 $630K
Royal Bank of Canada 0.00% Reduce -32.6% 20,548 $628K
Twin Focus Capital Partners, LLC 0.10% Add +0.4% 16,546 $505K
Traynor Capital Management, Inc. 0.05% Reduce -68.5% 16,266 $497K
Morgan Stanley 0.00% Reduce -11.7% 16,047 $490K
CreativeOne Wealth, LLC 0.02% Reduce -7.2% 14,846 $453K
Truist Financial Corp. 0.00% Add +0.2% 13,238 $404K
Breakwater Capital Group 0.09% Add +0.2% 12,014 $367K
Evergreen Private Wealth LLC 0.18% New 11,905 $364K
Mariner, LLC 0.00% Add +0.4% 11,564 $353K
Rwa Wealth Partners, LLC 0.00% Add +0.4% 10,723 $327K
Hoylecohen, LLC 0.02% New 10,460 $319K
J.W. Cole Advisors, Inc. 0.02% Add +0.3% 10,082 $308K
Sigma Planning Corp 0.01% New 9,936 $303K
Lynch & Associates 0.06% Add +19.7% 9,095 $278K
Creative Planning 0.00% Reduce -1.4% 8,763 $268K
Clearstead Advisors, LLC 0.01% Reduce -15.3% 8,093 $241K
AdvisorNet Financial, Inc 0.02% Add +5.4% 7,857 $240K
Sequent Asset Management, LLC 0.12% No change 7,711 $235K
HighTower Advisors, LLC 0.00% New 7,306 $225K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.3% 7,316 $223K
Main Street Financial Solutions, LLC 0.02% New 7,126 $218K
Prospera Financial Services Inc 0.01% Reduce -18.5% 7,030 $215K
Pinnacle Associates Ltd. 0.00% New 6,903 $211K
Jane Street Group, LLC 0.00% New 6,845 $209K
Captrust Financial Advisors 0.00% New 6,773 $207K
King Wealth Management Group 0.04% New 6,695 $204K
Sound Income Strategies, LLC 0.02% New 6,618 $202K
Global Retirement Partners, LLC 0.01% No change 5,982 $183K
Smithfield Trust Co 0.01% Add +73.0% 5,450 $166K
HBC Financial Services, PLLC 0.10% Add +0.4% 5,374 $154K
PNC Financial Services Group, Inc. 0.00% Reduce -53.0% 4,655 $142K
NewEdge Advisors, LLC 0.00% No change 4,104 $125K
Franklin Resources Inc. 0.00% No change 3,912 $119K
JFS Wealth Advisors, LLC 0.01% Add +0.4% 3,808 $116K
UBS Group AG 0.00% Add +192.9% 2,935 $90K
CIBC Private Wealth Group LLC 0.00% New 2,297 $70K
Glass Jacobson Investment Advisors llc 0.02% Add +0.4% 1,832 $56K
Salomon & Ludwin, LLC 0.00% New 1,520 $46K
CoreCap Advisors, LLC 0.00% New 1,490 $45K
Financial Freedom, LLC 0.03% Add +0.4% 1,475 $45K
UMB Bank, n.a. 0.00% No change 1,378 $42K
Creative Financial Designs Inc. 0.00% New 1,312 $40K
Allworth Financial LP 0.00% Add +0.4% 1,212 $37K
Cwm, LLC 0.00% New 1,196 $37K
Harbour Investments, Inc. 0.00% Add +42.5% 1,140 $35K
Investors Research Corp 0.01% No change 928 $28K
Asset Dedication, LLC 0.00% No change 908 $28K
LifeSteps Financial, Inc. 0.02% New 721 $22K
Continuum Advisory, LLC 0.00% New 472 $14K
Concord Wealth Partners 0.00% Add +0.2% 428 $13K
Providence Capital Advisors, LLC 0.00% No change 420 $13K
Clear Investment Research, LLC 0.02% Add +0.3% 409 $13K
Global Assets Advisory, LLC 0.01% New 410 $12K
Financial Perspectives, Inc 0.00% Add +0.3% 405 $12K
Mather Group, Llc. 0.00% New 384 $10K
Mark Sheptoff Financial Planning, LLC 0.01% Add +0.3% 329 $10K
CKW Financial Group 0.00% No change 316 $10K
Institutional & Family Asset Management, LLC 0.00% Add +11.6% 183 $6K
Bank of Montreal 0.00% No change 182 $6K
Pathway Financial Advisers, LLC 0.00% Add +0.7% 154 $5K
Farther Finance Advisors, LLC 0.00% No change 58 $2K
Kelly Financial Services LLC 0.00% Add +2.0% 50 $2K
Wells Fargo & Company 0.00% New 9 $275

"% of holder's portfolio" is FMDE's weight in each manager's 13F, not the share of Fidelity Enhanced Mid Cap Co. the manager owns.