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Briaud Financial Planning’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Briaud Financial Planning’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
2025
Q2 		– Sell
-608
Closed -$18K – 351
2025
Q1 		$18K Buy
+608
New +$20K 0.01% 132

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 $79.5B AUM 27.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 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 $377B AUM 19.32% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Briaud Financial Planning's FELC Position: Q2 2025 in Review

Briaud Financial Planning sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2025, closing a stake of 608 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in FELC in Q1 2025 and held it in 1 quarter. The position peaked at $18K in Q1 2025. 173 funds tracked by Wall St. Rank hold FELC as of Q2 2025.

  • Briaud Financial Planning reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 608 Fidelity Enhanced Large Cap Core ETF shares in Q2 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Enhanced Large Cap Core ETF position peaked at $18K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2025.

Based on Briaud Financial Planning's 13F filing for Q2 2025, filed 31 Jul 2025.