Farther Finance Advisors, LLC FMDE FIDELITY ENHANCED MID CAP ETF

Ownership history in Farther Finance Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported FIDELITY ENHANCED MID CAP ETF (FMDE) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows FMDE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in FIDELITY ENHANCED MID CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FMDE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held FMDE — position size vs. price
% of Fund (quarterly)    FMDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 143,186 +60,155 +72.4% 0.05% $5.2M 2026-04-07 $36.44
2025 Q4 ADDED 83,031 +81,071 +4136.3% 0.03% $3.0M 2026-01-23 $37.26
2025 Q3 ADDED 1,960 +1,914 +4160.9% 0.00% $71K 2025-10-14 $35.31
2025 Q2 ADDED 46 +46 0.00% $2K 2025-07-11 $34.08
2024 Q4 UNCHANGED 0.00% $12 2025-02-10 $33.72
2024 Q3 REDUCED 100.0% +2.7% -58 -100.0% 0.00% $11 2024-10-29 $31.84
2024 Q2 UNCHANGED 58 0% 0.00% $2K 2024-07-31 $29.88
2024 Q1 UNCHANGED 58 0% 0.00% $2K 2024-05-14 $29.19
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and FMDE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning FMDE?

Farther Finance Advisors, LLC reported FMDE across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FMDE position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for FMDE was 0.05% in 2026 Q1.

What is the latest reported FMDE position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 143,186 shares, equal to 0.05% of portfolio, with an estimated market value of $5.2M.

What does the chart on this FMDE ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly FMDE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their FMDE position?

Based on 13F filing dates vs. subsequent FMDE price moves, Farther Finance Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FMDE relative to SPY over the holding period was +297.3%.

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