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

Kingsview 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 Q1	$496K	Buy	13,677 +41	+0.3%	+$1.55K	0.01%	902
2025 Q4	$520K	Buy	13,636 +308	+2%	+$11.6K	0.01%	836
2025 Q3	$497K	Sell	13,328 -1,955	-13%	-$69.8K	0.01%	804
2025 Q2	$527K	Buy	15,283 +112	+0.7%	+$3.57K	0.01%	749
2025 Q1	$473K	Buy	15,171 +161	+1%	+$5.3K	0.01%	738
2024 Q4	$494K	Sell	15,010 -993	-6%	-$32.8K	0.01%	742
2024 Q3	$514K	Buy	16,003 +997	+7%	+$30.9K	0.01%	711
2024 Q2	$459K	Buy	+15,006	New	+$441K	0.01%	713

Other funds holding FELC

Fidelity Investments

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Commonwealth Equity Services

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

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

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

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

HighTower Advisors

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