Carson Wealth (CWM LLC)
FELC icon

Carson Wealth (CWM LLC)’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Carson Wealth (CWM 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
Q1 		$61.4M Buy
1,693,968
+297,351
+21% +$11.3M 0.16% 134
2025
Q4 		$53.3M Buy
1,396,617
+1,073,930
+333% +$40.5M 0.14% 136
2025
Q3 		$12M Buy
322,687
+91,821
+40% +$3.28M 0.04% 411
2025
Q2 		$7.96M Buy
230,866
+222,264
+2,584% +$7.09M 0.03% 449
2025
Q1 		$268K Buy
8,602
+8,300
+2,748% +$273K ﹤0.01% 1735
2024
Q4 		$10K Sell
302
-2,510
-89% -$83K ﹤0.01% 3858
2024
Q3 		$90K Buy
2,812
+301
+12% +$9.32K ﹤0.01% 2266
2024
Q2 		$77K Sell
2,511
-889
-26% -$26.1K ﹤0.01% 2163
2024
Q1 		$100K Sell
3,400
-926
-21% -$25.9K ﹤0.01% 1885
2023
Q4 		$115K Buy
+4,326
New +$112K ﹤0.01% 1673

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FELC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 21% in Q1 2026, buying an estimated $11.3M and bringing the position to 1,693,968 shares worth $61.4M. The position accounts for 0.16% of the portfolio, ranked #134.

Carson Wealth (CWM LLC) first reported a position in FELC in Q4 2023 and has held it in 10 quarters since. 238 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,693,968 shares of Fidelity Enhanced Large Cap Core ETF worth $61.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 297,351 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $11.3M.
  • Fidelity Enhanced Large Cap Core ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #134 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 10 quarters since.
  • 238 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.