BHWM
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Beaird Harris Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Beaird Harris 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
-1
Closed -$33 – 703
2025
Q4 		$33 Hold
1
– – ﹤0.01% 692
2025
Q3 		$32 Buy
+1
New +$36 ﹤0.01% 717

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beaird Harris Wealth Management's FELC Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2026, closing a stake of 1 share — an estimated $33 sold.

Beaird Harris Wealth Management first reported a position in FELC in Q3 2025 and held it in 2 quarters. The position peaked at $33 in Q4 2025. 236 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 Fidelity Enhanced Large Cap Core ETF share in Q1 2026, an estimated $33.
  • Beaird Harris Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $33 in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.