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

Concord 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
2026 Q2	$10.7K	Buy	+256	New	+$10.4K	﹤0.01%	562
2026 Q1	–	Sell	-255	Closed	-$9.71K	–	397
2025 Q4	$9.71K	Buy	255 +1	+0.4%	+$38	﹤0.01%	544
2025 Q3	$9.46K	Buy	254 +1	+0.4%	+$36	﹤0.01%	546
2025 Q2	$8.74K	Hold	253	–	–	﹤0.01%	561
2025 Q1	$7.88K	Buy	253 +1	+0.4%	+$33	﹤0.01%	532
2024 Q4	$8.3K	Buy	252 +1	+0.4%	+$33	﹤0.01%	541
2024 Q3	$8.06K	Hold	251	–	–	﹤0.01%	579
2024 Q2	$7.67K	Sell	251 -1,653	-87%	-$48.6K	﹤0.01%	534
2024 Q1	$56.2K	Buy	1,904 +6	+0.3%	+$168	0.01%	335
2023 Q4	$50.4K	Buy	+1,898	New	+$49K	0.01%	355

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Concord Wealth Partners's FELC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 256 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FELC as recently as Q4 2025.

Concord Wealth Partners first reported a position in FELC in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.2K in Q1 2024. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Concord Wealth Partners held 256 shares of Fidelity Enhanced Large Cap Core ETF worth $10.7K as of Q2 2026.
Fidelity Enhanced Large Cap Core ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #562 holding.
Concord Wealth Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 10 quarters since.
Concord Wealth Partners's Fidelity Enhanced Large Cap Core ETF position peaked at $56.2K in Q1 2024.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.