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Bartlett & Co Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-31
Closed -$1.17K – 1314
2025
Q4 		$1.17K Buy
+31
New +$1.17K ﹤0.01% 1141

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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bartlett & Co Wealth Management's FELC Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2026, closing a stake of 31 shares — an estimated $1.17K sold.

Bartlett & Co Wealth Management first reported a position in FELC in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 238 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 31 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $1.17K.
  • Bartlett & Co Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $1.17K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.