Global Wealth Strategies & Associates’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Global Wealth Strategies & Associates’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
2025 Q1	–	Sell	-147	Closed	-$4.84K	–	487
2024 Q4	$4.84K	Hold	147	–	–	﹤0.01%	267
2024 Q3	$4.72K	Sell	147 -60	-29%	-$1.86K	﹤0.01%	245
2024 Q2	$6.33K	Hold	207	–	–	﹤0.01%	203
2024 Q1	$6.11K	Buy	+207	New	+$5.79K	﹤0.01%	208

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Strategies & Associates's FELC Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2025, closing a stake of 147 shares — an estimated $4.84K sold.

Global Wealth Strategies & Associates first reported a position in FELC in Q1 2024 and held it in 4 quarters. The position peaked at $6.33K in Q2 2024. 156 funds tracked by Wall St. Rank hold FELC as of Q1 2025.

Global Wealth Strategies & Associates reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 147 Fidelity Enhanced Large Cap Core ETF shares in Q1 2025, an estimated $4.84K.
Global Wealth Strategies & Associates first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2024 and held it in 4 quarters.
Global Wealth Strategies & Associates's Fidelity Enhanced Large Cap Core ETF position peaked at $6.33K in Q2 2024.
156 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.