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

AE 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	$365K	Buy	8,718 +1,127	+15%	+$45.7K	﹤0.01%	1376
2026 Q1	$275K	Buy	7,591 +238	+3%	+$9.02K	﹤0.01%	1427
2025 Q4	$281K	Buy	7,353 +1,490	+25%	+$56.2K	﹤0.01%	1341
2025 Q3	$219K	Buy	5,863 +2,317	+65%	+$82.7K	﹤0.01%	1352
2025 Q2	$122K	Buy	3,546 +1,249	+54%	+$39.8K	﹤0.01%	1432
2025 Q1	$71.7K	Buy	2,297 +1,671	+267%	+$55K	﹤0.01%	1517
2024 Q4	$20.6K	Buy	+626	New	+$20.7K	﹤0.01%	1728
2024 Q1	–	Sell	-9,936	Closed	-$272K	–	1427
2023 Q4	$272K	Buy	+9,936	New	+$256K	﹤0.01%	1764

Other funds holding FELC

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

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

AE Wealth Management increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 15% in Q2 2026, buying an estimated $45.7K and bringing the position to 8,718 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

AE Wealth Management first reported a position in FELC in Q4 2023 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

AE Wealth Management held 8,718 shares of Fidelity Enhanced Large Cap Core ETF worth $365K as of Q2 2026.
AE Wealth Management bought 1,127 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $45.7K.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1376 holding.
AE Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 8 quarters since.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.