Fidelity Enhanced Mid CapFMDEETF

13F holders, Q4 2024 (December 31)
120holders +28
28new positions
4sold out
$32.85avg. 13F price*

At the end of Q4 2024, 120 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 28 from Q3 2024. 28 opened new positions and 4 sold out. The largest holders were FMR LLC ($313.9M), Commonwealth Equity Services, LLC ($30.3M) and Northwestern Mutual Wealth Management Co. ($16.1M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions28$30.3M
Exits4$956K

All 13F filers, Q3 2024 → Q4 2024: 4,791,051 shares bought and 230,425 shares sold, net +4,560,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 120 holders

FMR LLC 0.02% Add +45.7% 9,554,800 $313.9M
Commonwealth Equity Services, LLC 0.04% Add +43.9% 921,565 $30.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +23.1% 489,366 $16.1M
LPL Financial LLC 0.01% Reduce -2.1% 435,996 $14.3M
KFG Wealth Management, LLC 2.60% Add +29.1% 423,550 $13.9M
Parkside Investments, LLC 2.02% Add +15.3% 410,323 $13.5M
Redhawk Wealth Advisors, Inc. 1.80% New 405,829 $13.3M
JPMorgan Chase & Co. 0.00% Add +53.6% 321,923 $10.6M
Stratos Investment Management, LLC 0.61% Add +28.9% 308,853 $10.1M
Cetera Investment Advisers 0.02% Reduce -10.9% 253,397 $8.3M
Raymond James Financial Inc. 0.00% — 251,538 $8.3M
Pathstone Holdings, LLC 0.03% Add +0.0% 188,245 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +14.6% 151,582 $5.0M
Proficio Capital Partners LLC 0.35% New 130,785 $4.3M
OneDigital Investment Advisors LLC 0.04% New 105,334 $3.5M
Noble Wealth Management PBC 2.13% — 93,431 $3.1M
AdvisorNet Financial, Inc 0.25% Add +41.9% 92,593 $3.0M
FMA Wealth Management, LLC 2.13% Reduce -0.1% 87,243 $2.9M
LongView Wealth Management 0.71% Reduce -2.4% 71,271 $2.3M
D.A. Davidson & Co. 0.02% Add +8.7% 69,176 $2.3M
Envestnet Asset Management Inc. 0.00% Reduce -10.6% 62,687 $2.1M
MML Investors Services, LLC 0.01% Add +45.7% 58,299 $1.9M
Great Valley Advisor Group, Inc. 0.04% New 53,666 $1.8M
Kestra Advisory Services, LLC 0.01% Add +2.3% 52,622 $1.7M
Private Advisor Group, LLC 0.01% New 51,544 $1.7M
Hancock Whitney Corp. 0.05% No change 50,750 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -11.1% 48,870 $1.6M
PFG Advisors 0.10% Add +45.5% 48,385 $1.6M
Gimbal Financial 1.28% Add +6.5% 47,687 $1.6M
Janney Montgomery Scott LLC 0.00% Add +482.9% 44,779 $1.5M
Fifth Third Securities, Inc. 0.11% Reduce -2.8% 40,276 $1.3M
OmniStar Financial Group, Inc. 1.06% Add +13.5% 40,164 $1.3M
Certified Advisory Corp 0.14% Add +33.8% 39,225 $1.3M
First Heartland Consultants, Inc. 0.11% New 33,867 $1.1M
TBH Global Asset Management, LLC 0.26% Add +12.3% 31,563 $1.1M
Belpointe Asset Management LLC 0.06% New 30,384 $998K
Evergreen Private Wealth LLC 0.45% Add +3.9% 28,982 $952K
BG Investment Services, LLC 0.89% — 26,849 $882K
Avantax Advisory Services, Inc. 0.01% Add +7.2% 25,764 $846K
Dakota Wealth Management 0.02% Reduce -0.3% 24,400 $802K
Staley Capital Advisers Inc. 0.03% New 22,920 $753K
Susquehanna International Group, LLP 0.00% Reduce -77.3% 22,391 $736K
Nwam LLC 0.04% Add +0.3% 21,691 $713K
Evanson Asset Management, LLC 0.05% Add +0.3% 21,243 $698K
Sunbelt Securities, Inc. 0.06% Reduce -8.8% 20,579 $677K
Goldman Sachs Group Inc. 0.00% New 19,469 $640K
Lynch & Associates 0.12% Add +13.3% 17,345 $570K
Twin Focus Capital Partners, LLC 0.08% No change 16,546 $544K
Truist Financial Corp. 0.00% Add +5.3% 16,525 $543K
Traynor Capital Management, Inc. 0.04% Reduce -4.7% 16,290 $535K
Demars Financial Group, LLC 0.23% Reduce -2.3% 16,286 $535K
Morgan Stanley 0.00% Reduce -0.0% 14,798 $486K
Principal Securities, Inc. 0.01% Reduce -79.4% 13,517 $444K
CreativeOne Wealth, LLC 0.01% Add +0.0% 13,356 $439K
HighTower Advisors, LLC 0.00% Reduce -44.3% 12,682 $417K
Creative Planning 0.00% Add +45.7% 12,207 $401K
Breakwater Capital Group 0.08% Reduce -1.3% 12,049 $396K
Geneva Partners, LLC 0.15% New 11,618 $382K
Mariner, LLC 0.00% Reduce -0.1% 11,612 $381K
Equitable Holdings, Inc. 0.00% New 11,502 $378K
Rwa Wealth Partners, LLC 0.00% Add +0.3% 11,059 $363K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.9% 10,034 $330K
Benin Management CORP 0.09% New 10,033 $330K
Wealth Enhancement Advisory Services, LLC 0.00% New 9,975 $328K
Dynamic Financial Group 0.31% — 9,356 $307K
Sigma Planning Corp 0.01% Reduce -12.5% 8,571 $282K
Baird Financial Group, Inc. 0.00% No change 8,136 $267K
Clearstead Advisors, LLC 0.00% No change 8,093 $266K
Modern Wealth Management, LLC 0.01% Add +0.3% 8,042 $264K
Sequent Asset Management, LLC 0.12% No change 7,711 $253K
Global Retirement Partners, LLC 0.01% Add +0.1% 7,626 $251K
Pinnacle Associates Ltd. 0.00% New 6,963 $229K
Royal Bank of Canada 0.00% Add +66.5% 6,773 $222K
PNC Financial Services Group, Inc. 0.00% Add +169.6% 6,723 $221K
Prospera Financial Services Inc 0.01% No change 6,680 $219K
Main Street Financial Solutions, LLC 0.02% No change 6,676 $219K
Sound Income Strategies, LLC 0.01% No change 6,618 $217K
Veridan Wealth LLC 0.10% — 6,140 $210K
Waverly Advisors, LLC 0.00% New 6,218 $204K
Wealth Watch Advisors, INC 0.13% — 6,182 $203K
Smithfield Trust Co 0.01% No change 5,550 $182K
IFP Advisors, Inc 0.01% Reduce -0.3% 5,123 $168K
HBC Financial Services, PLLC 0.10% Add +0.3% 4,914 $161K
CIBC Private Wealth Group LLC 0.00% Add +94.2% 4,485 $149K
NewEdge Advisors, LLC 0.00% No change 4,104 $135K
Anfield Capital Management, LLC 0.05% No change 3,922 $129K
Franklin Resources Inc. 0.00% No change 3,912 $129K
JFS Wealth Advisors, LLC 0.01% Add +0.3% 3,841 $126K
Johnson Financial Group, Inc. 0.01% No change 3,200 $110K
Harbour Investments, Inc. 0.00% Add +34.3% 2,812 $92K
MAI Capital Management 0.00% New 2,784 $91K
Comerica Bank 0.00% New 2,675 $88K
Geneos Wealth Management Inc. 0.00% New 2,119 $70K
Glass Jacobson Investment Advisors llc 0.02% Reduce -2.4% 1,797 $59K
CoreCap Advisors, LLC 0.00% Add +0.1% 1,495 $49K
Financial Freedom, LLC 0.03% Add +0.3% 1,488 $49K
Creative Financial Designs Inc. 0.00% Reduce -0.9% 1,306 $43K
Allworth Financial LP 0.00% Reduce -15.6% 1,222 $42K
AE Wealth Management LLC 0.00% New 1,155 $38K
Wells Fargo & Company 0.00% Reduce -27.9% 1,032 $34K
UBS Group AG 0.00% New 990 $33K
Investors Research Corp 0.01% No change 928 $30K
Asset Dedication, LLC 0.00% No change 908 $30K
Peoples Bank 0.02% Reduce -3.3% 898 $29K
Capital Analysts, LLC 0.00% New 838 $28K
Cornerstone Planning Group LLC 0.01% New 648 $22K
Steward Partners Investment Advisory, LLC 0.00% New 577 $19K
Continuum Advisory, LLC 0.00% Add +0.2% 476 $16K
Concord Wealth Partners 0.00% Add +0.2% 430 $14K
Clear Investment Research, LLC 0.02% Add +0.2% 413 $14K
Financial Perspectives, Inc 0.00% Add +0.3% 409 $13K
National Bank of Canada 0.00% New 400 $13K
Mark Sheptoff Financial Planning, LLC 0.01% Add +0.3% 332 $11K
Hazlett, Burt & Watson, Inc. 0.00% New 310 $10K
CKW Financial Group 0.00% No change 316 $10K
IAG Wealth Partners, LLC 0.00% New 198 $7K
Bank of Montreal 0.00% No change 182 $6K
McIlrath & Eck, LLC 0.00% New 181 $6K
Fifth Third Bancorp 0.00% No change 73 $2K
Mather Group, Llc. 0.00% New 3 $94

"% 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.