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Dogwood Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Dogwood Wealth Management’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
2025
Q4 		– Sell
-31
Closed -$1.16K – 778
2025
Q3 		$1.16K Hold
31
– – ﹤0.01% 587
2025
Q2 		$1.07K Buy
+31
New +$988 ﹤0.01% 610

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
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
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dogwood Wealth Management's FELC Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2025, closing a stake of 31 shares — an estimated $1.16K sold.

Dogwood Wealth Management first reported a position in FELC in Q2 2025 and held it in 2 quarters. The position peaked at $1.16K in Q3 2025. 224 funds tracked by Wall St. Rank hold FELC as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 31 Fidelity Enhanced Large Cap Core ETF shares in Q4 2025, an estimated $1.16K.
  • Dogwood Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $1.16K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.