Creative Planning
FELC icon

Creative Planning’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Creative Planning’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 		$2.69M Buy
64,229
+9,847
+18% +$399K ﹤0.01% 1864
2026
Q1 		$1.97M Buy
54,382
+9,798
+22% +$371K ﹤0.01% 1896
2025
Q4 		$1.7M Buy
44,584
+9,196
+26% +$347K ﹤0.01% 1847
2025
Q3 		$1.32M Buy
35,388
+17,698
+100% +$632K ﹤0.01% 1868
2025
Q2 		$610K Buy
17,690
+459
+3% +$14.6K ﹤0.01% 2280
2025
Q1 		$537K Sell
17,231
-1,264
-7% -$41.6K ﹤0.01% 2219
2024
Q4 		$609K Buy
18,495
+5,369
+41% +$178K ﹤0.01% 2051
2024
Q3 		$421K Sell
13,126
-59
-0.4% -$1.83K ﹤0.01% 2258
2024
Q2 		$403K Sell
13,185
-3,436
-21% -$101K ﹤0.01% 2118
2024
Q1 		$490K Buy
16,621
+3,735
+29% +$105K ﹤0.01% 1865
2023
Q4 		$343K Buy
+12,886
New +$332K ﹤0.01% 1998

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 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Creative Planning's FELC Position: Q2 2026 in Review

Creative Planning increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 18% in Q2 2026, buying an estimated $399K and bringing the position to 64,229 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Creative Planning first reported a position in FELC in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Creative Planning held 64,229 shares of Fidelity Enhanced Large Cap Core ETF worth $2.69M as of Q2 2026.
  • Creative Planning bought 9,847 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $399K.
  • Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1864 holding.
  • Creative Planning first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.