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Halbert Hargrove Global Advisors’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Halbert Hargrove Global 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 		$37.6K Hold
897
– – ﹤0.01% 228
2026
Q1 		$32.5K Hold
897
– – ﹤0.01% 219
2025
Q4 		$34.2K Buy
+897
New +$33.8K ﹤0.01% 220

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

Halbert Hargrove Global Advisors's FELC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 897 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Halbert Hargrove Global Advisors first reported a position in FELC in Q4 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 897 shares of Fidelity Enhanced Large Cap Core ETF worth $37.6K as of Q2 2026.
  • Halbert Hargrove Global 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 Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #228 holding.
  • Halbert Hargrove Global Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.