KWM
FELC icon

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

KFG 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 		$146M Buy
3,484,948
+180,894
+5% +$7.34M 16.49% 1
2026
Q1 		$120M Buy
3,304,054
+593,389
+22% +$22.5M 15.49% 1
2025
Q4 		$103M Buy
2,710,665
+219,527
+9% +$8.28M 13.84% 1
2025
Q3 		$92.8M Buy
2,491,138
+266,817
+12% +$9.53M 13.41% 1
2025
Q2 		$76.7M Buy
2,224,321
+187,258
+9% +$5.97M 12.33% 1
2025
Q1 		$63.5M Buy
2,037,063
+183,017
+10% +$6.02M 11.55% 1
2024
Q4 		$61.1M Buy
1,854,046
+422,148
+29% +$14M 11.41% 1
2024
Q3 		$45.9M Buy
+1,431,898
New +$44.3M 9.99% 1

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
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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

KFG Wealth Management's FELC Position: Q2 2026 in Review

KFG Wealth Management increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 5.5% in Q2 2026, buying an estimated $7.34M and bringing the position to 3,484,948 shares worth $146M. The position accounts for 16.49% of the portfolio, ranked #1.

KFG Wealth Management first reported a position in FELC in Q3 2024 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • KFG Wealth Management held 3,484,948 shares of Fidelity Enhanced Large Cap Core ETF worth $146M as of Q2 2026.
  • KFG Wealth Management bought 180,894 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $7.34M.
  • Fidelity Enhanced Large Cap Core ETF made up 16.49% of KFG Wealth Management's portfolio in Q2 2026, its #1 holding.
  • KFG Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2024 and has held it in 8 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.