Fidelity Enhanced Mid CapFMDEETF

13F holders, Q1 2025 (March 31)
133holders +13
23new positions
10sold out
$31.35avg. 13F price*

At the end of Q1 2025, 133 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 13 from Q4 2024. 23 opened new positions and 10 sold out. The largest holders were FMR LLC ($289.5M), Goldman Sachs Group Inc. ($79.7M) and Capital Analysts, LLC ($59.1M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions23$55.8M
Exits10$17.4M

All 13F filers, Q4 2024 → Q1 2025: 11,952,901 shares bought and 1,094,119 shares sold, net +10,858,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 133 holders

FMR LLC 0.02% Reduce -3.3% 9,237,629 $289.5M
Goldman Sachs Group Inc. 0.02% Add +12969.0% 2,544,393 $79.7M
Capital Analysts, LLC 2.21% Add +225034.8% 1,886,630 $59.1M
Osaic Holdings, Inc. 0.11% Add +3051.5% 1,540,142 $48.3M
Richard P Slaughter Associates Inc 8.41% New 1,149,285 $36.0M
Commonwealth Equity Services, LLC 0.05% Add +21.6% 1,120,684 $35.1M
Northwestern Mutual Wealth Management Co. 0.03% Add +128.1% 1,116,036 $35.0M
LPL Financial LLC 0.01% Add +148.2% 1,082,328 $33.9M
Kestra Advisory Services, LLC 0.15% Add +1785.0% 991,930 $31.1M
Envestnet Asset Management Inc. 0.01% Add +984.4% 679,793 $21.3M
Raymond James Financial Inc. 0.01% Add +135.5% 592,374 $18.6M
KFG Wealth Management, LLC 2.65% Add +9.7% 464,696 $14.6M
Parkside Investments, LLC 2.02% Add +6.8% 438,346 $13.7M
Cetera Investment Advisers 0.01% Reduce -3.3% 244,938 $7.7M
Stratos Investment Management, LLC 0.39% Reduce -24.2% 234,037 $7.3M
JPMorgan Chase & Co. 0.00% Reduce -32.1% 218,538 $6.8M
Pathstone Holdings, LLC 0.03% No change 188,245 $5.9M
OneDigital Investment Advisors LLC 0.07% Add +74.2% 183,447 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +19.9% 181,747 $5.7M
Aspen Wealth Strategies, LLC 3.61% New 175,898 $5.5M
LongView Wealth Management 1.35% Add +101.8% 143,851 $4.5M
MML Investors Services, LLC 0.01% Add +131.3% 134,831 $4.2M
Staley Capital Advisers Inc. 0.18% Add +464.0% 129,275 $4.1M
AdvisorNet Financial, Inc 0.28% Add +31.6% 121,834 $3.8M
Atria Wealth Solutions, Inc. 0.04% New 115,088 $3.6M
Noble Wealth Management PBC 2.09% Add +4.3% 97,457 $3.1M
FMA Wealth Management, LLC 2.20% Reduce -1.2% 86,158 $2.9M
D.A. Davidson & Co. 0.02% Add +17.6% 81,381 $2.6M
Private Advisor Group, LLC 0.01% Add +52.4% 78,554 $2.5M
IAG Wealth Partners, LLC 0.38% Add +39389.9% 78,190 $2.5M
Bank of New York Mellon Corp 0.00% New 77,895 $2.4M
Proficio Capital Partners LLC 0.19% Reduce -41.1% 77,045 $2.4M
PFG Advisors 0.12% Add +44.0% 69,679 $2.2M
Great Valley Advisor Group, Inc. 0.04% Add +18.6% 63,677 $2.0M
Royal Bank of Canada 0.00% Add +777.6% 59,442 $1.9M
Janney Montgomery Scott LLC 0.01% Add +30.3% 58,365 $1.8M
Susquehanna International Group, LLP 0.00% Add +153.1% 56,680 $1.8M
Mgo One Seven LLC 0.07% New 54,876 $1.7M
First Heartland Consultants, Inc. 0.17% Add +53.6% 52,034 $1.6M
Hancock Whitney Corp. 0.05% No change 50,750 $1.6M
HighTower Advisors, LLC 0.00% Add +258.8% 45,505 $1.4M
Stratos Wealth Advisors, LLC 0.08% New 44,638 $1.4M
BG Investment Services, LLC 1.50% Add +66.0% 44,570 $1.4M
Lynch & Associates 0.28% Add +137.9% 41,268 $1.3M
Cornerstone Wealth Management, LLC 0.09% New 40,347 $1.3M
Fifth Third Securities, Inc. 0.11% Reduce -0.0% 40,270 $1.3M
OmniStar Financial Group, Inc. 0.99% Reduce -0.3% 40,024 $1.3M
Certified Advisory Corp 0.14% Reduce -0.3% 39,109 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +6008.5% 35,246 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +35.8% 34,986 $1.1M
Belpointe Asset Management LLC 0.05% Add +3.7% 31,500 $987K
Evergreen Private Wealth LLC 0.42% Reduce -0.2% 28,920 $906K
Mission Financial Group, LLC 0.74% — 22,432 $807K
Equitable Holdings, Inc. 0.01% Add +118.1% 25,091 $786K
Stifel Financial Corp. 0.00% New 24,878 $780K
Dakota Wealth Management 0.02% Add +0.3% 24,484 $767K
Ameriprise Financial Inc. 0.00% New 22,549 $707K
Nwam LLC 0.06% Add +0.3% 21,762 $682K
Evanson Asset Management, LLC 0.05% Add +0.3% 21,316 $668K
GWN Securities Inc. 0.04% New 20,543 $644K
Sunbelt Securities, Inc. 0.06% Reduce -0.3% 20,519 $643K
Truist Financial Corp. 0.00% Add +3.5% 17,104 $536K
Creative Financial Designs Inc. 0.04% Add +1181.8% 16,740 $525K
Twin Focus Capital Partners, LLC 0.08% No change 16,546 $519K
Traynor Capital Management, Inc. 0.04% Add +0.4% 16,359 $513K
Demars Financial Group, LLC 0.22% Add +0.3% 16,338 $512K
Rockefeller Capital Management L.P. 0.00% New 15,288 $479K
Morgan Stanley 0.00% Add +2.5% 15,169 $475K
Principal Securities, Inc. 0.01% No change 13,517 $444K
Creative Planning 0.00% Add +11.9% 13,664 $428K
J.W. Cole Advisors, Inc. 0.01% Add +24.4% 12,487 $391K
Mariner, LLC 0.00% Add +5.9% 12,292 $385K
Breakwater Capital Group 0.07% Add +1.9% 12,284 $385K
CreativeOne Wealth, LLC 0.01% Reduce -14.3% 11,445 $359K
Rwa Wealth Partners, LLC 0.00% Add +0.3% 11,097 $348K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.6% 10,139 $318K
Benin Management CORP 0.09% No change 10,033 $314K
Wells Fargo & Company 0.00% Add +820.0% 9,494 $298K
Flagship Harbor Advisors, LLC 0.02% New 9,222 $289K
Dynamic Financial Group 0.28% Reduce -5.6% 8,833 $277K
Baird Financial Group, Inc. 0.00% No change 8,136 $255K
Clearstead Advisors, LLC 0.00% No change 8,093 $254K
Modern Wealth Management, LLC 0.01% Add +0.3% 8,069 $253K
Sequent Asset Management, LLC 0.13% No change 7,711 $242K
Smithfield Trust Co 0.01% Add +30.0% 7,215 $226K
InTrack Investment Management Inc 0.20% New 7,104 $223K
Sigma Planning Corp 0.01% Reduce -20.6% 6,808 $213K
PNC Financial Services Group, Inc. 0.00% No change 6,723 $211K
Prospera Financial Services Inc 0.00% Add +0.3% 6,700 $210K
Sound Income Strategies, LLC 0.01% No change 6,618 $207K
IFG Advisory, LLC 0.01% New 6,467 $203K
IFP Advisors, Inc 0.01% Add +0.3% 5,140 $161K
Coldstream Capital Management Inc. 0.00% New 4,932 $155K
Harbour Investments, Inc. 0.00% Add +64.1% 4,615 $145K
NewEdge Advisors, LLC 0.00% No change 4,104 $129K
CIBC Private Wealth Group LLC 0.00% Add +0.2% 4,493 $124K
Anfield Capital Management, LLC 0.05% No change 3,922 $123K
Franklin Resources Inc. 0.00% No change 3,912 $123K
Comerica Bank 0.00% Add +37.8% 3,685 $115K
Johnson Financial Group, Inc. 0.00% No change 3,200 $100K

"% 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.

Show all 133 holders