Corient Private Wealth
FELC icon

Corient Private Wealth’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Corient Private 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
2026
Q2 		$477K Buy
11,392
+4,661
+69% +$189K ﹤0.01% 2254
2026
Q1 		$223K Buy
6,731
+83
+1% +$3.15K ﹤0.01% 2493
2025
Q4 		$254K Buy
6,648
+849
+15% +$32K ﹤0.01% 2282
2025
Q3 		$216K Buy
+5,799
New +$207K ﹤0.01% 2312

Other funds holding FELC

Fidelity Investments
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
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 40.89% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Corient Private Wealth's FELC Position: Q2 2026 in Review

Corient Private Wealth increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 69% in Q2 2026, buying an estimated $189K and bringing the position to 11,392 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Corient Private Wealth first reported a position in FELC in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Corient Private Wealth held 11,392 shares of Fidelity Enhanced Large Cap Core ETF worth $477K as of Q2 2026.
  • Corient Private Wealth bought 4,661 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $189K.
  • Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2254 holding.
  • Corient Private Wealth first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.