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Belpointe Asset Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Belpointe Asset 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
2024
Q4 		– Sell
-44,860
Closed -$1.44M – 895
2024
Q3 		$1.44M Buy
44,860
+1,208
+3% +$37.4K 0.09% 230
2024
Q2 		$1.34M Buy
+43,652
New +$1.28M 0.09% 207

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Belpointe Asset Management's FELC Position: Q4 2024 in Review

Belpointe Asset Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2024, closing a stake of 44,860 shares — an estimated $1.44M sold.

Belpointe Asset Management first reported a position in FELC in Q2 2024 and held it in 2 quarters. The position peaked at $1.44M in Q3 2024. 141 funds tracked by Wall St. Rank hold FELC as of Q4 2024.

  • Belpointe Asset Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 44,860 Fidelity Enhanced Large Cap Core ETF shares in Q4 2024, an estimated $1.44M.
  • Belpointe Asset Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2024 and held it in 2 quarters.
  • Belpointe Asset Management's Fidelity Enhanced Large Cap Core ETF position peaked at $1.44M in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.