AWM
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Able Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Able Wealth Management’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Buy
150,357
+850
+0.6% +$34.5K 1.45% 20
2026
Q1 		$5.42M Sell
149,507
-1,343
-0.9% -$50.9K 1.45% 23
2025
Q4 		$5.76M Buy
150,850
+1,382
+0.9% +$52.1K 1.82% 19
2025
Q3 		$5.57M Sell
149,468
-3,133
-2% -$112K 2.09% 19
2025
Q2 		$5.26M Buy
152,601
+1,349
+0.9% +$43K 2.65% 13
2025
Q1 		$4.72M Sell
151,252
-2,601
-2% -$85.6K 2.78% 10
2024
Q4 		$5.07M Buy
153,853
+3,499
+2% +$116K 3.33% 9
2024
Q3 		$4.82M Sell
150,354
-656
-0.4% -$20.3K 3.66% 8
2024
Q2 		$4.62M Sell
151,010
-6,146
-4% -$181K 3.8% 8
2024
Q1 		$4.64M Sell
157,156
-1,980
-1% -$55.4K 4.04% 7
2023
Q4 		$4.23M Buy
+159,136
New +$4.1M 3.84% 6

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Able Wealth Management's FELC Position: Q2 2026 in Review

Able Wealth Management increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.57% in Q2 2026, buying an estimated $34.5K and bringing the position to 150,357 shares worth $6.3M. The position accounts for 1.45% of the portfolio, ranked #20.

Able Wealth Management first reported a position in FELC in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Able Wealth Management held 150,357 shares of Fidelity Enhanced Large Cap Core ETF worth $6.3M as of Q2 2026.
  • Able Wealth Management bought 850 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $34.5K.
  • Fidelity Enhanced Large Cap Core ETF made up 1.45% of Able Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Able Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.