FP
FELC icon

Financial Perspectives’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Financial Perspectives’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 		$638K Buy
15,227
+77
+0.5% +$3.12K 0.16% 84
2026
Q1 		$549K Buy
15,150
+468
+3% +$17.7K 0.15% 87
2025
Q4 		$560K Buy
14,682
+1,833
+14% +$69.1K 0.15% 87
2025
Q3 		$479K Buy
12,849
+2,017
+19% +$72K 0.13% 97
2025
Q2 		$374K Buy
10,832
+1,823
+20% +$58.1K 0.11% 108
2025
Q1 		$281K Buy
9,009
+902
+11% +$29.7K 0.1% 114
2024
Q4 		$267K Buy
8,107
+756
+10% +$25K 0.09% 120
2024
Q3 		$236K Buy
7,351
+1,665
+29% +$51.5K 0.08% 130
2024
Q2 		$174K Buy
5,686
+609
+12% +$17.9K 0.06% 149
2024
Q1 		$150K Buy
5,077
+20
+0.4% +$560 0.06% 165
2023
Q4 		$134K Buy
+5,057
New +$130K 0.05% 169

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

Financial Perspectives's FELC Position: Q2 2026 in Review

Financial Perspectives increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.51% in Q2 2026, buying an estimated $3.12K and bringing the position to 15,227 shares worth $638K. The position accounts for 0.16% of the portfolio, ranked #84.

Financial Perspectives first reported a position in FELC in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Financial Perspectives held 15,227 shares of Fidelity Enhanced Large Cap Core ETF worth $638K as of Q2 2026.
  • Financial Perspectives bought 77 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $3.12K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.16% of Financial Perspectives's portfolio in Q2 2026, its #84 holding.
  • Financial Perspectives first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.