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Action Point Financial Planning’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Action Point Financial Planning’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 		$16.3K Buy
+390
New +$15.8K ﹤0.01% 1219

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

Action Point Financial Planning's FELC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 390 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings.

264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Action Point Financial Planning held 390 shares of Fidelity Enhanced Large Cap Core ETF worth $16.3K as of Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF was a new Action Point Financial Planning position in Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1219 holding.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.