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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
Q2 		$1.31M Buy
31,368
+5,427
+21% +$220K 0.63% 50
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 $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 40.89% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Axis Wealth Partners's FELC Position: Q2 2026 in Review

Axis Wealth Partners increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 21% in Q2 2026, buying an estimated $220K and bringing the position to 31,368 shares worth $1.31M. The position accounts for 0.63% of the portfolio, ranked #50.

Axis Wealth Partners first reported a position in FELC in Q2 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Axis Wealth Partners held 31,368 shares of Fidelity Enhanced Large Cap Core ETF worth $1.31M as of Q2 2026.
  • Axis Wealth Partners bought 5,427 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $220K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.63% of Axis Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Axis Wealth Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.