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

Empirical 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
2026 Q2	$509K	Hold	12,136	–	–	0.01%	669
2026 Q1	$440K	Hold	12,136	–	–	0.01%	624
2025 Q4	$463K	Buy	+12,136	New	+$458K	0.01%	545

Other funds holding FELC

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

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

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

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Empirical Wealth Management's FELC Position: Q2 2026 in Review

Empirical Wealth Management held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 12,136 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #669.

Empirical Wealth Management first reported a position in FELC in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Empirical Wealth Management held 12,136 shares of Fidelity Enhanced Large Cap Core ETF worth $509K as of Q2 2026.
Empirical Wealth Management left its Fidelity Enhanced Large Cap Core ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #669 holding.
Empirical Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
202 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.