FMDE β€” FIDELITY ENHANCED MID CAP ETF

Ownership history in Holos Integrated Wealth LLC  Β·  2 quarters on record

AI Ownership Summary

Holos Integrated Wealth LLC reported FIDELITY ENHANCED MID CAP ETF (FMDE) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows FMDE at 0.06% 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.

What this FMDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Holos Integrated Wealth 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2025 Q4 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 Holos Integrated Wealth LLC held FMDE β€” position size vs. price
% of Fund (quarterly)    FMDE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,459 +1,180 +51.8% 0.06% $126K 2026-04-08 $37.47
2025 Q4 INITIATED 2,279 β€” β€” 0.05% $80K 2026-01-05 $36.97

FAQ About Holos Integrated Wealth 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 Holos Integrated Wealth LLC reported owning FMDE?

Holos Integrated Wealth LLC reported FMDE across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FMDE position in Holos Integrated Wealth LLC's portfolio?

The largest reported portfolio weight for FMDE was 0.06% in 2026 Q1.

What is the latest reported FMDE position on this page?

The most recent filing on this page is 2026 Q1, when Holos Integrated Wealth LLC reported 3,459 shares, equal to 0.06% of portfolio, with an estimated market value of $126K.

What does the chart on this FMDE ownership page compare?

The chart compares Holos Integrated Wealth 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.

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