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Axis Wealth Partners’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Axis Wealth Partners’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
Q1 		$941K Buy
25,941
+13,110
+102% +$497K 0.5% 59
2025
Q4 		$490K Sell
12,831
-78
-0.6% -$2.94K 0.27% 105
2025
Q3 		$481K Buy
12,909
+3,021
+31% +$108K 0.28% 101
2025
Q2 		$341K Buy
+9,888
New +$315K 0.22% 110

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Axis Wealth Partners's FELC Position: Q1 2026 in Review

Axis Wealth Partners increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 102% in Q1 2026, buying an estimated $497K and bringing the position to 25,941 shares worth $941K. The position accounts for 0.5% of the portfolio, ranked #59.

Axis Wealth Partners first reported a position in FELC in Q2 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Axis Wealth Partners held 25,941 shares of Fidelity Enhanced Large Cap Core ETF worth $941K as of Q1 2026.
  • Axis Wealth Partners bought 13,110 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $497K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.5% of Axis Wealth Partners's portfolio in Q1 2026, its #59 holding.
  • Axis Wealth Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.