B. Riley Wealth Advisors’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

B. Riley Wealth Advisors’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	$3.45M	Buy	83,022 +1,139	+1%	+$46.2K	0.18%	118
2026 Q1	$2.89M	Buy	81,883 +42,785	+109%	+$1.62M	0.18%	123
2025 Q4	$1.49M	Buy	39,098 +547	+1%	+$20.6K	0.07%	260
2025 Q3	$1.44M	Buy	38,551 +3,532	+10%	+$126K	0.07%	263
2025 Q2	$1.21M	Sell	35,019 -4,753	-12%	-$152K	0.06%	311
2025 Q1	$1.24M	Buy	39,772 +13,008	+49%	+$428K	0.04%	435
2024 Q4	$881K	Buy	26,764 +2,967	+12%	+$98.1K	0.03%	492
2024 Q3	$759K	Sell	23,797 -1,345	-5%	-$41.6K	0.02%	585
2024 Q2	$769K	Buy	+25,142	New	+$739K	0.02%	631

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 40.91% 1-Year Est. Return

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

B. Riley Wealth Advisors's FELC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 1.4% in Q2 2026, buying an estimated $46.2K and bringing the position to 83,022 shares worth $3.45M. The position accounts for 0.18% of the portfolio, ranked #118.

B. Riley Wealth Advisors first reported a position in FELC in Q2 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

B. Riley Wealth Advisors held 83,022 shares of Fidelity Enhanced Large Cap Core ETF worth $3.45M as of Q2 2026.
B. Riley Wealth Advisors bought 1,139 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $46.2K.
Fidelity Enhanced Large Cap Core ETF made up 0.18% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #118 holding.
B. Riley Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.