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Fidelity Enhanced Mid Cap Etf shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Fidelity Enhanced Mid Cap Etf (FMDE) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Fidelity Enhanced Mid Cap Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Enhanced Mid Cap Etf held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Enhanced Mid Cap Etf by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 85k 36.38
2025-06-30 $3.4M 98k 34.41

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Fidelity Enhanced Mid Cap Etf

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FMR
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LPL Financial
Wells Fargo & Company
Huntington National Bank
Raymond James Financial
Thrivent Financial for Lutherans
Commonwealth Equity Services
Advisor Group Holdings
Capital Analysts
Cetera Investment Advisers
Envestnet Asset Management
Kestra Advisory Services
Richard P Slaughter Associates

View all funds holding Fidelity Enhanced Mid Cap Etf