EWM
FELC icon

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

EPG 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 		$51.8K Buy
1,237
+3
+0.2% +$122 0.01% 227
2026
Q1 		$44.8K Buy
1,234
+3
+0.2% +$114 0.01% 230
2025
Q4 		$47K Buy
1,231
+3
+0.2% +$113 0.01% 228
2025
Q3 		$45.8K Buy
1,228
+2
+0.2% +$71 0.01% 229
2025
Q2 		$42.3K Buy
1,226
+4
+0.3% +$128 0.01% 233
2025
Q1 		$38.1K Sell
1,222
-297
-20% -$9.77K 0.01% 304
2024
Q4 		$50K Buy
1,519
+5
+0.3% +$165 0.01% 299
2024
Q3 		$48.6K Buy
+1,514
New +$46.9K 0.01% 299
2024
Q2 		– Sell
-1,507
Closed -$44.3K – 323
2024
Q1 		$44.5K Buy
1,507
+5
+0.3% +$140 0.01% 323
2023
Q4 		$41.8K Buy
+1,502
New +$38.7K 0.01% 316

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

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

EPG Wealth Management increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.24% in Q2 2026, buying an estimated $122 and bringing the position to 1,237 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #227.

EPG Wealth Management first reported a position in FELC in Q4 2023 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • EPG Wealth Management held 1,237 shares of Fidelity Enhanced Large Cap Core ETF worth $51.8K as of Q2 2026.
  • EPG Wealth Management bought 3 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $122.
  • Fidelity Enhanced Large Cap Core ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #227 holding.
  • EPG Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 10 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.