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Carolinas Wealth Consulting’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Carolinas Wealth Consulting’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,351
Closed -$42.5K – 319
2025
Q1 		$42.5K Buy
1,351
+2
+0.1% +$69 0.01% 372
2024
Q4 		$47.7K Buy
1,349
+1
+0.1% +$35 0.01% 367
2024
Q3 		$44.7K Buy
1,348
+2
+0.1% +$64 0.01% 382
2024
Q2 		$43.4K Buy
1,346
+2
+0.1% +$60 0.01% 383
2024
Q1 		$39.7K Sell
1,344
-453
-25% -$12.7K 0.01% 407
2023
Q4 		$47.2K Buy
+1,797
New +$46.2K 0.01% 344

Other funds holding FELG

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Carolinas Wealth Consulting's FELG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q2 2025, closing a stake of 1,351 shares — an estimated $42.5K sold.

Carolinas Wealth Consulting first reported a position in FELG in Q4 2023 and held it in 6 quarters. The position peaked at $47.7K in Q4 2024. 171 funds tracked by Wall St. Rank hold FELG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,351 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2025, an estimated $42.5K.
  • Carolinas Wealth Consulting first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Fidelity Enhanced Large Cap Growth ETF position peaked at $47.7K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.