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

Axxcess 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 Q3	–	Sell	-23,075	Closed	-$967K	–	1074
2026 Q2	$967K	Buy	+23,075	New	+$936K	0.02%	543
2026 Q1	–	Sell	-25,923	Closed	-$989K	–	604
2025 Q4	$989K	Buy	25,923 +58	+0.2%	+$2.19K	0.02%	518
2025 Q3	$964K	Buy	+25,865	New	+$924K	0.02%	452

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Axxcess Wealth Management's FELC Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q3 2026, closing a stake of 23,075 shares — an estimated $967K sold.

Axxcess Wealth Management first reported a position in FELC in Q3 2025 and held it in 3 quarters. The position peaked at $989K in Q4 2025. 200 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

Axxcess Wealth Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 23,075 Fidelity Enhanced Large Cap Core ETF shares in Q3 2026, an estimated $967K.
Axxcess Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and held it in 3 quarters.
Axxcess Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $989K in Q4 2025.
200 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.