HPWM
FELC icon

High Point Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

High Point Wealth Management’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 		$5.08K Hold
121
– – ﹤0.01% 231
2026
Q1 		$4.4K Hold
121
– – ﹤0.01% 232
2025
Q4 		$4.63K Buy
+121
New +$4.56K ﹤0.01% 226

Other funds holding FELC

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

High Point Wealth Management's FELC Position: Q2 2026 in Review

High Point Wealth Management held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 121 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

High Point Wealth Management first reported a position in FELC in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • High Point Wealth Management held 121 shares of Fidelity Enhanced Large Cap Core ETF worth $5.08K as of Q2 2026.
  • High Point Wealth Management 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 High Point Wealth Management's portfolio in Q2 2026, its #231 holding.
  • High Point Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.