Kathleen S. Wright Associates’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Kathleen S. Wright 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 Q3	$21.4K	Buy	+574	New	+$20.5K	0.01%	187

Other funds holding FELC

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

FFA

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

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

KWM

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

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

EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kathleen S. Wright Associates's FELC Position: Q3 2025 in Review

Kathleen S. Wright Associates opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q3 2025: 574 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings.

192 funds tracked by Wall St. Rank hold FELC as of Q3 2025.

Kathleen S. Wright Associates held 574 shares of Fidelity Enhanced Large Cap Core ETF worth $21.4K as of Q3 2025.
Fidelity Enhanced Large Cap Core ETF was a new Kathleen S. Wright Associates position in Q3 2025.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #187 holding.
192 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.