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Bogart Wealth LLC’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Bogart Wealth LLC’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 		– Sell
-1,054
Closed -$38.2K – 2038
2026
Q1 		$38.2K Hold
1,054
– – ﹤0.01% 568
2025
Q4 		$40.2K Buy
+1,054
New +$39.7K ﹤0.01% 523

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
NA
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Bogart Wealth LLC's FELC Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026, closing a stake of 1,054 shares — an estimated $38.2K sold.

Bogart Wealth LLC first reported a position in FELC in Q4 2025 and held it in 2 quarters. The position peaked at $40.2K in Q4 2025. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 1,054 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $38.2K.
  • Bogart Wealth LLC first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Fidelity Enhanced Large Cap Core ETF position peaked at $40.2K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.