Cerity Partners
FELC icon

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

Cerity 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
2026
Q2 		$5.7M Sell
136,019
-243
-0.2% -$9.86K 0.01% 1033
2026
Q1 		$4.94M Sell
136,262
-55,560
-29% -$2.11M 0.01% 1019
2025
Q4 		$7.32M Buy
191,822
+247
+0.1% +$9.31K 0.01% 779
2025
Q3 		$7.14M Buy
191,575
+4,897
+3% +$175K 0.01% 722
2025
Q2 		$6.44M Buy
186,678
+9,467
+5% +$302K 0.01% 703
2025
Q1 		$5.53M Buy
177,211
+160,044
+932% +$5.26M 0.01% 701
2024
Q4 		$565K Buy
17,167
+1,789
+12% +$59.2K ﹤0.01% 1696
2024
Q3 		$493K Buy
15,378
+2,118
+16% +$65.6K ﹤0.01% 1778
2024
Q2 		$406K Sell
13,260
-1,797
-12% -$52.8K ﹤0.01% 1647
2024
Q1 		$444K Buy
15,057
+52
+0.3% +$1.46K ﹤0.01% 1657
2023
Q4 		$399K Buy
+15,005
New +$387K ﹤0.01% 1367

Other funds holding FELC

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Cerity Partners's FELC Position: Q2 2026 in Review

Cerity Partners reduced its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.18% in Q2 2026, selling an estimated $9.86K and leaving 136,019 shares worth $5.7M. The position accounts for 0.01% of the portfolio, ranked #1033.

Cerity Partners first reported a position in FELC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.32M in Q4 2025. 256 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Cerity Partners held 136,019 shares of Fidelity Enhanced Large Cap Core ETF worth $5.7M as of Q2 2026.
  • Cerity Partners sold 243 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $9.86K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1033 holding.
  • Cerity Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's Fidelity Enhanced Large Cap Core ETF position peaked at $7.32M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.