AWM
FELC icon

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

Apex 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
2025
Q2 		– Sell
-23,407
Closed -$730K – 56
2025
Q1 		$730K Sell
23,407
-1,723
-7% -$56.7K 0.66% 29
2024
Q4 		$828K Buy
+25,130
New +$831K 0.71% 33

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Apex Wealth Management's FELC Position: Q2 2025 in Review

Apex Wealth Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2025, closing a stake of 23,407 shares — an estimated $730K sold.

Apex Wealth Management first reported a position in FELC in Q4 2024 and held it in 2 quarters. The position peaked at $828K in Q4 2024. 173 funds tracked by Wall St. Rank hold FELC as of Q2 2025.

  • Apex Wealth Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • Apex Wealth Management sold 23,407 Fidelity Enhanced Large Cap Core ETF shares in Q2 2025, an estimated $730K.
  • Apex Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and held it in 2 quarters.
  • Apex Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $828K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2025.

Based on Apex Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.