Fidelity Enhanced Mid CapFMDEETF

13F holders, Q3 2024 (September 30)
92holders +2
12new positions
8sold out
$32.16avg. 13F price*

At the end of Q3 2024, 92 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 2 from Q2 2024. 12 opened new positions and 8 sold out. The largest holders were FMR LLC ($210.8M), Commonwealth Equity Services, LLC ($20.6M) and LPL Financial LLC ($14.3M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions12$28.8M
Exits8$2.2M

All 13F filers, Q2 2024 → Q3 2024: 4,272,351 shares bought and 408,580 shares sold, net +3,863,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

FMR LLC 0.01% Add +51.6% 6,556,111 $210.8M
Commonwealth Equity Services, LLC 0.03% Add +28.7% 640,305 $20.6M
LPL Financial LLC 0.01% Add +56.8% 445,322 $14.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +5617.4% 397,586 $12.8M
Parkside Investments, LLC 1.73% New 355,710 $11.4M
KFG Wealth Management, LLC 2.29% New 327,982 $10.5M
Cetera Investment Advisers 0.02% Reduce -14.8% 284,313 $9.1M
Stratos Investment Management, LLC 0.54% Add +6.3% 239,568 $7.7M
JPMorgan Chase & Co. 0.00% Add +20732.0% 209,570 $6.7M
Pathstone Holdings, LLC 0.03% Add +3.7% 188,244 $6.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.4% 132,232 $4.3M
Susquehanna International Group, LLP 0.01% Add +64.0% 98,537 $3.2M
Raymond James & Associates 0.00% Reduce -2.7% 93,840 $3.0M
FMA Wealth Management, LLC 2.04% New 87,284 $2.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +24.8% 85,587 $2.8M
LongView Wealth Management 0.75% Add +6.9% 73,044 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 70,150 $2.3M
Principal Securities, Inc. 0.05% Add +10.6% 65,667 $2.1M
AdvisorNet Financial, Inc 0.16% Add +204.6% 65,248 $2.1M
D.A. Davidson & Co. 0.02% Add +105.5% 63,659 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -74.1% 54,952 $1.8M
Kestra Advisory Services, LLC 0.01% Add +40.1% 51,437 $1.7M
Hancock Whitney Corp. 0.05% No change 50,750 $1.6M
Gimbal Financial 0.94% New 44,776 $1.5M
Fifth Third Securities, Inc. 0.13% Reduce -25.7% 41,444 $1.3M
MML Investors Services, LLC 0.00% Add +26.5% 40,021 $1.3M
OmniStar Financial Group, Inc. 0.85% Add +10.6% 35,375 $1.1M
PFG Advisors 0.07% Add +360.3% 33,257 $1.1M
Certified Advisory Corp 0.10% Add +2.3% 29,309 $943K
TBH Global Asset Management, LLC 0.20% New 28,107 $904K
Evergreen Private Wealth LLC 0.42% Add +6.4% 27,907 $897K
Dakota Wealth Management 0.02% Add +0.3% 24,473 $787K
Avantax Advisory Services, Inc. 0.01% Add +2.6% 24,044 $773K
HighTower Advisors, LLC 0.00% Add +118.8% 22,749 $732K
Sunbelt Securities, Inc. 0.07% Reduce -0.8% 22,574 $726K
Nwam LLC 0.04% New 21,630 $696K
Evanson Asset Management, LLC 0.05% Add +0.3% 21,181 $681K
Atria Wealth Solutions, Inc. 0.01% Reduce -7.4% 18,302 $589K
Traynor Capital Management, Inc. 0.04% Reduce -78.9% 17,092 $550K
Demars Financial Group, LLC 0.24% Reduce -14.0% 16,675 $536K
Twin Focus Capital Partners, LLC 0.08% No change 16,546 $532K
Truist Financial Corp. 0.00% Add +5.3% 15,693 $505K
Lynch & Associates 0.10% Add +35.4% 15,305 $492K
Morgan Stanley 0.00% Reduce -5.0% 14,799 $476K
CreativeOne Wealth, LLC 0.01% Reduce -0.6% 13,354 $429K
Breakwater Capital Group 0.08% Add +1.4% 12,209 $393K
Mariner, LLC 0.00% Add +0.3% 11,630 $374K
Rwa Wealth Partners, LLC 0.00% Add +0.3% 11,027 $355K
Mercer Global Advisors Inc. 0.00% New 11,075 $354K
J.W. Cole Advisors, Inc. 0.01% Add +0.2% 10,126 $326K
Sigma Planning Corp 0.01% Reduce -1.6% 9,799 $315K
Creative Planning 0.00% Add +0.2% 8,380 $269K
Baird Financial Group, Inc. 0.00% No change 8,136 $262K
Clearstead Advisors, LLC 0.00% No change 8,093 $260K
Modern Wealth Management, LLC 0.02% Add +0.3% 8,018 $258K
Sequent Asset Management, LLC 0.12% No change 7,711 $248K
Janney Montgomery Scott LLC 0.00% No change 7,682 $247K
Global Retirement Partners, LLC 0.01% Add +0.1% 7,621 $245K
Prospera Financial Services Inc 0.01% New 6,680 $215K
Main Street Financial Solutions, LLC 0.02% New 6,676 $215K
Sound Income Strategies, LLC 0.01% No change 6,618 $213K
Smithfield Trust Co 0.01% Add +1.8% 5,550 $178K
IFP Advisors, Inc 0.01% Add +31.1% 5,140 $165K
HBC Financial Services, PLLC 0.10% Add +0.3% 4,900 $159K
NewEdge Advisors, LLC 0.00% No change 4,104 $132K
Royal Bank of Canada 0.00% Reduce -90.1% 4,067 $131K
Franklin Resources Inc. 0.00% Reduce -2.2% 3,912 $128K
Anfield Capital Management, LLC 0.05% No change 3,922 $126K
JFS Wealth Advisors, LLC 0.01% Add +0.3% 3,829 $123K
Johnson Financial Group, Inc. 0.00% New 3,200 $103K
PNC Financial Services Group, Inc. 0.00% Reduce -12.5% 2,494 $80K
CIBC Private Wealth Group LLC 0.00% Add +0.3% 2,310 $74K
Harbour Investments, Inc. 0.00% Add +5.8% 2,094 $67K
Glass Jacobson Investment Advisors llc 0.02% Add +0.3% 1,842 $59K
CoreCap Advisors, LLC 0.00% Add +0.1% 1,493 $48K
Financial Freedom, LLC 0.03% Add +0.3% 1,484 $48K
Allworth Financial LP 0.00% Add +19.1% 1,447 $47K
Wells Fargo & Company 0.00% Add +38.9% 1,432 $46K
Creative Financial Designs Inc. 0.00% Add +0.2% 1,318 $42K
Peoples Bank 0.02% New 929 $30K
Investors Research Corp 0.01% No change 928 $30K
Asset Dedication, LLC 0.00% No change 908 $29K
Continuum Advisory, LLC 0.00% Add +0.4% 475 $16K
Concord Wealth Partners 0.00% Add +0.2% 429 $14K
Providence Capital Advisors, LLC 0.00% No change 420 $14K
Clear Investment Research, LLC 0.02% Add +0.5% 412 $13K
Financial Perspectives, Inc 0.00% Add +0.3% 408 $13K
Mark Sheptoff Financial Planning, LLC 0.01% Add +0.3% 331 $11K
CKW Financial Group 0.00% No change 316 $10K
Bank of Montreal 0.00% No change 182 $6K
Fifth Third Bancorp 0.00% Reduce -54.7% 73 $2K
Jaffetilchin Investment Partners, LLC 0.00% New 8 $247

"% 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.