Focus Partners Wealth
FELC icon

Focus Partners Wealth’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Focus Partners Wealth’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
Q1 		$3.3M Buy
90,979
+20,644
+29% +$783K ﹤0.01% 1094
2025
Q4 		$2.68M Buy
70,335
+932
+1% +$35.1K ﹤0.01% 1202
2025
Q3 		$2.59M Buy
69,403
+1,250
+2% +$44.6K ﹤0.01% 941
2025
Q2 		$2.35M Sell
68,153
-576
-0.8% -$18.4K 0.01% 865
2025
Q1 		$2.14M Buy
68,729
+576
+0.8% +$18.9K 0.01% 830
2024
Q4 		$2.24M Sell
68,153
-99,448
-59% -$3.29M 0.01% 803
2024
Q3 		$13.6M Buy
+167,601
New +$5.19M 0.04% 349

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return