EP Wealth Advisors’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

EP Wealth Advisors’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	$219K	Buy	+5,218	New	+$212K	﹤0.01%	1465
2025 Q2	$151K	Buy	4,387 +223	+5%	+$7.11K	﹤0.01%	1319
2025 Q1	$130K	Sell	4,164 -1,914	-31%	-$63K	﹤0.01%	1212
2024 Q4	$200K	Buy	6,078 +733	+14%	+$24.2K	﹤0.01%	1090
2024 Q3	$172K	Buy	5,345 +50	+0.9%	+$1.55K	﹤0.01%	1079
2024 Q2	$162K	Sell	5,295 -29,666	-85%	-$872K	﹤0.01%	783
2024 Q1	$1.03M	Buy	34,961 +4,474	+15%	+$125K	0.01%	371
2023 Q4	$810K	Buy	+30,487	New	+$786K	0.01%	403

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 40.89% 1-Year Est. Return

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

EP Wealth Advisors's FELC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 5,218 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FELC as recently as Q2 2025.

EP Wealth Advisors first reported a position in FELC in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2024. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

EP Wealth Advisors held 5,218 shares of Fidelity Enhanced Large Cap Core ETF worth $219K as of Q2 2026.
Fidelity Enhanced Large Cap Core ETF was a new EP Wealth Advisors position in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1465 holding.
EP Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 8 quarters since.
EP Wealth Advisors's Fidelity Enhanced Large Cap Core ETF position peaked at $1.03M in Q1 2024.
265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

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