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

EverSource 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	$37.9K	Hold	904	–	–	﹤0.01%	1955
2026 Q1	$32.8K	Buy	904 +833	+1,173%	+$31.6K	﹤0.01%	2195
2025 Q4	$2.71K	Hold	71	–	–	﹤0.01%	3386
2025 Q3	$2.65K	Hold	71	–	–	﹤0.01%	3419
2025 Q2	$2.45K	Sell	71 -187	-72%	-$5.96K	﹤0.01%	3442
2025 Q1	$8.05K	Buy	258 +71	+38%	+$2.34K	﹤0.01%	2235
2024 Q4	$6.16K	Buy	+187	New	+$6.19K	﹤0.01%	2251

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 40.91% 1-Year Est. Return

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

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

EverSource Wealth Advisors held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 904 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

EverSource Wealth Advisors first reported a position in FELC in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

EverSource Wealth Advisors held 904 shares of Fidelity Enhanced Large Cap Core ETF worth $37.9K as of Q2 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #1955 holding.
EverSource Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.