Kiely Wealth Advisory Group’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$136K	Buy	4,035 +11	+0.3%	+$364	0.09%	78
2024 Q3	$136K	Buy	4,024 +10	+0.2%	+$310	0.09%	78
2024 Q2	$119K	Buy	4,014 +10	+0.2%	+$294	0.07%	69
2024 Q1	$115K	Buy	4,004 +12	+0.3%	+$336	0.07%	65
2023 Q4	$109K	Buy	+3,992	New	+$103K	0.06%	70

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

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

SFA

Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kiely Wealth Advisory Group's FELC Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.27% in Q4 2024, buying an estimated $364 and bringing the position to 4,035 shares worth $136K. The position accounts for 0.09% of the portfolio, ranked #78.

Kiely Wealth Advisory Group first reported a position in FELC in Q4 2023 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold FELC as of Q4 2024.

Kiely Wealth Advisory Group held 4,035 shares of Fidelity Enhanced Large Cap Core ETF worth $136K as of Q4 2024.
Kiely Wealth Advisory Group bought 11 Fidelity Enhanced Large Cap Core ETF shares in Q4 2024, an estimated $364.
Fidelity Enhanced Large Cap Core ETF made up 0.09% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #78 holding.
Kiely Wealth Advisory Group first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 5 quarters since.
141 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.