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Buckingham Strategic Wealth’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$2.07M Hold
67,682
– – 0.02% 233
2024
Q1 		$2M Hold
67,682
– – 0.02% 241
2023
Q4 		$1.8M Buy
+67,682
New +$1.75M 0.02% 249

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Buckingham Strategic Wealth's FELC Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2024 at 67,682 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #233.

Buckingham Strategic Wealth first reported a position in FELC in Q4 2023 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold FELC as of Q2 2024.

  • Buckingham Strategic Wealth held 67,682 shares of Fidelity Enhanced Large Cap Core ETF worth $2.07M as of Q2 2024.
  • Buckingham Strategic Wealth left its Fidelity Enhanced Large Cap Core ETF share count unchanged in Q2 2024.
  • Fidelity Enhanced Large Cap Core ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #233 holding.
  • Buckingham Strategic Wealth first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.