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 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 $2.3T 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 40.89% 1-Year Est. Return

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

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

Axxcess Wealth Management opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 23,075 shares worth $967K. The stake represents 0.02% of the portfolio and ranks #543 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FELC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FELC in Q3 2025 and has held it in 3 quarters since. The position peaked at $989K in Q4 2025. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Axxcess Wealth Management held 23,075 shares of Fidelity Enhanced Large Cap Core ETF worth $967K as of Q2 2026.
Fidelity Enhanced Large Cap Core ETF was a new Axxcess Wealth Management position in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #543 holding.
Axxcess Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
Axxcess Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $989K in Q4 2025.
265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

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