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

Lakeridge 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	$19.8M	Buy	+472,739	New	+$19.2M	7.27%	1

Other funds holding FELC

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

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

Lakeridge Wealth Management opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 472,739 shares worth $19.8M. The stake represents 7.27% of the portfolio and ranks #1 among its holdings.

265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Lakeridge Wealth Management held 472,739 shares of Fidelity Enhanced Large Cap Core ETF worth $19.8M as of Q2 2026.
Fidelity Enhanced Large Cap Core ETF was a new Lakeridge Wealth Management position in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up 7.27% of Lakeridge Wealth Management's portfolio in Q2 2026, its #1 holding.
265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.