BWP
FELC icon

BSW Wealth Partners’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-12,808
Closed -$340K – 306
2023
Q4 		$340K Buy
+12,808
New +$330K 0.07% 177

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
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return
RFA
Rollins Financial Advisors New York City, New York $632M AUM 23.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BSW Wealth Partners's FELC Position: Q1 2024 in Review

BSW Wealth Partners sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2024, closing a stake of 12,808 shares — an estimated $340K sold.

BSW Wealth Partners first reported a position in FELC in Q4 2023 and held it in 1 quarter. The position peaked at $340K in Q4 2023. 78 funds tracked by Wall St. Rank hold FELC as of Q1 2024.

  • BSW Wealth Partners reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 12,808 Fidelity Enhanced Large Cap Core ETF shares in Q1 2024, an estimated $340K.
  • BSW Wealth Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and held it in 1 quarter.
  • BSW Wealth Partners's Fidelity Enhanced Large Cap Core ETF position peaked at $340K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2024.

Based on BSW Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.