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Fidelity Enhanced Mid Cap ETF (FMDE) Institutional Ownership

Fidelity Enhanced Mid Cap ETF logo
$40.84 -0.20 (-0.49%)
Closing price 04:10 PM Eastern
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$40.76 -0.09 (-0.21%)
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE)

Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$50.61M
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FMDE Institutional Buying and Selling by Quarter

Fidelity Enhanced Mid Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.1,983,161$80.48M0.0%+9.5%1.049%
9/9/2026 Capital Analysts LLC1,862,959$75.60M1.7%+1.3%0.985%
9/9/2026 NorthRock Partners LLC45,218$1.84M0.0%-3.3%0.024%
9/9/2026 Integrated Wealth Concepts LLC53,207$2.16M0.0%-28.7%0.028%
9/9/2026 NewEdge Advisors LLC98,480$4.00M0.0%+15.6%0.052%
9/9/2026 IFP Advisors Inc23,423$951K0.0%-7.9%0.012%
9/9/2026 Baird Financial Group Inc.387,191$15.71M0.0%+6.7%0.205%
9/2/2026 Citadel Advisors LLC2,926,269$118.75M0.0%N/A1.547%
8/24/2026 Serenity Investment Advisors307,968$12.96M5.5%+7.7%0.163%
8/23/2026 Ameritas Advisory Services LLC11,830$480K0.0%N/A0.006%
8/23/2026 SFG Wealth Management LLC.21,219$861K0.3%N/A0.011%
8/23/2026 HB Wealth Management LLC103,823$4.21M0.0%N/A0.055%
8/22/2026 Tenet Wealth Partners LLC20,394$834K0.6%N/A0.011%
8/22/2026 Cassilly Financial Group LLC62,685$2.54M1.9%+2.7%0.033%
8/21/2026 KFG Wealth Management LLC947,794$38.46M4.3%+5.9%0.501%
8/21/2026 InTrack Investment Management Inc33,205$1.35M0.7%-45.1%0.018%
8/21/2026 XML Financial LLC6,495$264K0.0%N/A0.003%
8/20/2026 Nwam LLC21,218$861K0.0%-4.4%0.011%
7/10/2026 KWB Wealth7,480$304K0.0%-14.5%0.004%
7/10/2026 Redhawk Wealth Advisors Inc.281,464$11.42M1.1%N/A0.151%
7/10/2026 Wealthcare Advisory Partners LLC55,911$2.27M0.0%+0.5%0.030%
7/9/2026 Herbst Group LLC8,000$325K0.2%+6.7%0.004%
7/9/2026 Adamsbrown Wealth Consultants LLC625,634$25.39M4.8%+4.0%0.335%
7/9/2026 Worth Asset Management LLC36,508$1.48M0.5%-36.2%0.020%
7/8/2026 First Heartland Consultants Inc.145,203$5.89M0.4%+6.4%0.078%
7/7/2026 Fermata Advisors LLC10,648$432K0.1%-31.1%0.006%
7/7/2026 Dynamic Advisor Solutions LLC8,429$342K0.0%+29.5%0.005%
7/7/2026 Harbor Investment Advisory LLC25,384$1.03M0.1%+302.5%0.014%
7/1/2026 Noble Wealth Management PBC40,724$1.65M0.7%-65.0%0.024%
6/3/2026 NewEdge Advisors LLC85,205$3.06M0.0%+33.2%0.051%
5/26/2026 Serenity Investment Advisors286,056$11.21M4.3%N/A0.170%
5/26/2026 Summit Financial Wealth Advisors LLC551,758$19.84M2.8%+2.3%0.327%
5/19/2026 Cornerstone Wealth LLC TN76,070$2.89M1.6%N/A0.045%
5/19/2026 NewEdge Advisors LLC9,100$327K0.0%-85.8%0.005%
5/19/2026 Bank of America Corp DE631,531$22.71M0.0%+28.9%0.374%
5/19/2026 Centaurus Financial Inc.64,682$2.33M0.1%-18.1%0.038%
5/19/2026 Arkadios Wealth Advisors47,286$1.70M0.0%+424.5%0.028%
5/18/2026Sunbelt Securities Inc.25,154$905K0.1%+9.4%0.015%
5/18/2026 Royal Bank of Canada1,064,458$38.28M0.0%+98.6%0.631%
5/15/2026 Waverly Advisors LLC7,606$274K0.0%+14.7%0.005%
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5/13/2026 Cetera Investment Advisers2,043,214$73.47M0.1%+24.3%1.211%
5/8/2026 PNC Financial Services Group Inc.20,333$731K0.0%+186.9%0.012%
5/6/2026 Cornerstone Planning Group LLC1,102$43K0.0%+70.1%0.001%
5/6/2026 Independent Financial Group LLC90,207$3.24M0.1%N/A0.053%
5/6/2026 Prosperity Consulting Group LLC286,522$10.30M0.5%+1.0%0.170%
5/5/2026 D.A. Davidson & CO.155,636$5.60M0.0%+4.2%0.092%
5/5/2026 Bank of New York Mellon Corp312,508$11.24M0.0%+27.5%0.185%
5/5/2026 Nwam LLC22,197$798K0.0%+3.1%0.013%
5/5/2026 Flynn Zito Capital Management LLC61,316$2.21M0.7%N/A0.036%
5/4/2026 Bleakley Financial Group LLC21,375$769K0.0%N/A0.013%
5/4/2026 HBW Advisory Services LLC8,808$317K0.0%N/A0.005%
5/4/2026 Uptick Partners LLC63,333$2.28M0.5%+40.2%0.038%
5/1/2026 Fifth Third Bancorp77,430$2.78M0.0%+105,968.5%0.046%
5/1/2026 Sovran Advisors LLC19,382$746K0.1%N/A0.012%
5/1/2026 Walled Lake Planning & Wealth Management LLC426,130$15.32M4.5%N/A0.253%
4/30/2026 Kestra Advisory Services LLC1,901,836$68.39M0.3%+24.7%1.129%
4/30/2026 Base Wealth Management LLC219,777$7.90M4.4%+30.9%0.130%
4/30/2026 IAG Wealth Partners LLC122,857$4.42M0.5%+13.0%0.073%
4/30/2026 Staley Capital Advisers Inc.309,865$11.14M0.5%+44.2%0.184%
4/29/2026 Armor Investment Advisors LLC272,493$9.80M3.5%-48.4%0.162%
4/29/2026 Clearwave Capital LLC63,175$2.27M1.6%+23.1%0.037%
4/29/2026 Evergreen Private Wealth LLC29,558$1.06M0.4%+2.0%0.018%
4/29/2026 Strata Wealth Advisors LLC162,771$5.85M1.6%+64.8%0.097%
4/28/2026 Stephens Inc. AR20,882$751K0.0%+21.1%0.012%
4/28/2026 Koshinski Asset Management Inc.13,739$494K0.0%N/A0.008%
4/27/2026 Private Advisor Group LLC365,387$13.14M0.1%+31.5%0.218%
4/25/2026 Patten Group Inc.13,165$473K0.1%+23.6%0.008%
4/24/2026 Root Financial Partners LLC1,500$54K0.0%N/A0.001%
4/24/2026 Essex Financial Services Inc.38,495$1.38M0.1%+29.8%0.023%
4/24/2026 Barnes Pettey Financial Advisors LLC96,598$3.47M1.5%+74.5%0.058%
4/24/2026 Harbor Investment Advisory LLC6,307$227K0.0%N/A0.004%
4/23/2026 Mayflower Financial Advisors LLC6,236$224K0.0%N/A0.004%
4/22/2026 Janney Montgomery Scott LLC45,141$1.62M0.0%-33.3%0.027%
4/22/2026 Harbor Asset Planning Inc.37,407$1.35M1.1%+10.2%0.023%
4/22/2026 Mayfair Advisory Group LLC395,554$14.22M5.0%+70.2%0.238%
4/21/2026 Waterway Wealth Management LLC403,770$13.78M2.5%+7.3%0.243%
4/21/2026 First American Bank11,030$397K0.0%N/A0.007%
4/21/2026 KFG Wealth Management LLC894,618$32.17M4.2%+42.2%0.539%
4/20/2026 Kestra Private Wealth Services LLC91,431$3.29M0.0%+21.7%0.055%
4/20/2026 Heritage Wealth Management Inc.12,537$451K0.2%+14.3%0.008%
4/17/2026 Investment Advisory Services Inc. TX ADV74,407$2.68M0.9%+70.6%0.045%
4/17/2026 Worth Asset Management LLC57,260$2.06M0.8%N/A0.035%
4/17/2026 AdvisorNet Financial Inc182,654$6.57M0.3%+5.3%0.110%
4/17/2026 Cornell Pochily Investment Advisors Inc.70,514$2.54M0.7%+19.7%0.043%
4/16/2026 Genesis Private Wealth LLC40,526$1.46M0.5%+23.2%0.025%
3/17/2026 Rockefeller Capital Management L.P.8,123$296K0.0%-53.8%0.006%
3/2/2026 Clearwave Capital LLC51,309$1.87M1.4%N/A0.037%
2/26/2026 Anchor Investment Management LLC818$30K0.0%N/A0.001%
2/20/2026Sunbelt Securities Inc.23,003$837K0.1%+5.2%0.017%
2/18/2026 EP Wealth Advisors LLC7,014$255K0.0%N/A0.005%
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2/18/2026 NewEdge Advisors LLC63,959$2.33M0.0%+44.3%0.047%
2/18/2026 IHT Wealth Management LLC34,869$1.27M0.0%N/A0.025%
2/17/2026 Cetera Investment Advisers1,644,381$59.82M0.1%+56.5%1.199%
2/17/2026 Equitable Holdings Inc.358,133$13.03M0.1%+13.9%0.261%
2/17/2026 Townsend Financial Planning LLC8,495$309K0.3%N/A0.006%
2/17/2026 Regal Investment Advisors LLC28,729$1.05M0.1%+300.9%0.021%
2/17/2026 Osaic Holdings Inc.1,869,943$68.05M0.1%-12.1%1.363%
2/17/2026 Private Advisor Group LLC277,941$10.11M0.0%+11.6%0.203%
2/17/2026 &PARTNERS141,713$5.16M0.0%+41.8%0.103%
2/17/2026 Financial Freedom LLC1,212$44K0.0%-19.4%0.001%


FMDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 229 institutional investors and hedge funds held shares of Fidelity Enhanced Mid Cap ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($334.38M), FMR LLC ($313.88M), LPL Financial LLC ($179.99M), Wells Fargo & Company MN ($124.88M), Citadel Advisors LLC ($118.75M), Huntington National Bank ($104.73M), and Thrivent Financial for Lutherans ($84.55M).Learn more on Fidelity Enhanced Mid Cap ETF's institutional investors.

Of the 216 institutional investors that purchased Fidelity Enhanced Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($20.57M), FMR LLC ($5.23M), Proficio Capital Partners LLC ($4.43M), Citadel Advisors LLC ($2.93M), Goldman Sachs Group Inc. ($2.63M), Raymond James Financial Inc. ($2.36M), and Thrivent Financial for Lutherans ($2.32M).

Institutional investors have bought a total of 48,088,728 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

Of the 38 institutional investors that sold Fidelity Enhanced Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Armor Investment Advisors LLC ($353.26K), Osaic Holdings Inc. ($256.63K), Richard P Slaughter Associates Inc ($249.61K), Parkside Investments LLC ($86.78K), Noble Wealth Management PBC ($80.43K), NewEdge Advisors LLC ($54.86K), and Susquehanna International Group LLP ($43.85K).

Institutional investors have sold a total of 1,379,215 shares in the last 24 months. This volume of shares sold represents approximately $50.61M in transactions.



Institutional ownership data for NYSEARCA:FMDE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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