Parkside Investments, LLC FMDE — FIDELITY ENHANCED MID CAP ETF

Ownership history in Parkside Investments, LLC  ·  7 quarters on record

AI Ownership Summary

Parkside Investments, LLC reported FIDELITY ENHANCED MID CAP ETF (FMDE) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.06% in 2025 Q2. The latest visible filing shows FMDE at 1.56% 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 Parkside Investments, 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 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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.

FMDE stock page Parkside Investments, LLC fund profile Parkside Investments, LLC full holdings
How Parkside Investments, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 356,471 +2,915 +0.8% 1.56% $12.8M 2026-04-08 $37.47
2025 Q4 REDUCED 19.4% -0.8% ✅ 353,556 -85,215 -19.4% 1.62% $12.9M 2026-02-09 $37.56
2025 Q3 REDUCED — — — 438,771 -1,566 -0.4% 1.98% $15.9M 2025-11-10 $35.74
2025 Q2 ADDED — — — 440,337 +1,991 +0.5% 2.06% $15.2M 2025-07-18 $34.51
2025 Q1 ADDED — — — 438,346 +28,023 +6.8% 2.02% $13.7M 2025-04-16 $29.30
2024 Q4 ADDED — — — 410,323 +54,613 +15.4% 2.02% $13.5M 2025-01-22 $33.96
2024 Q3 INITIATED — — — 355,710 — — 1.73% $11.4M 2024-10-16 $32.28

🏢 Other funds also holding FMDE

As of 2026 Q1 — sorted by position size

Richard P Slaughter Associates Inc 3Y 10.1% LIFELONG WEALTH ADVISORS, INC. 7.28% Madison Wealth Partners, Inc 3Y 7.03% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 5.72% McNamara Financial Services, Inc. 3Y 7Y 5.23% Mayfair Advisory Group, LLC 3Y 4.97% Retirement Management Systems Inc. 4.59% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 4.5% Base Wealth Management LLC 4.42% KFG WEALTH MANAGEMENT, LLC 3Y 4.16%

FAQ About Parkside Investments, 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 Parkside Investments, LLC reported owning FMDE?

Parkside Investments, LLC reported FMDE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FMDE position in Parkside Investments, LLC's portfolio?

The largest reported portfolio weight for FMDE was 2.06% in 2025 Q2.

What is the latest reported FMDE position on this page?

The most recent filing on this page is 2026 Q1, when Parkside Investments, LLC reported 356,471 shares, equal to 1.56% of portfolio, with an estimated market value of $12.8M.

What does the chart on this FMDE ownership page compare?

The chart compares Parkside Investments, 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 Parkside Investments, LLC time their FMDE position?

Based on 13F filing dates vs. subsequent FMDE price moves, Parkside Investments, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on FMDE relative to SPY over the holding period was -1.2%.

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