LWL
FELC icon

Leo Wealth LLC’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Leo Wealth LLC’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 		$264K Sell
7,267
-709
-9% -$26.9K 0.02% 385
2025
Q4 		$304K Buy
7,976
+222
+3% +$8.37K 0.02% 347
2025
Q3 		$289K Buy
7,754
+579
+8% +$20.7K 0.04% 236
2025
Q2 		$247K Buy
7,175
+198
+3% +$6.31K 0.02% 344
2025
Q1 		$218K Sell
6,977
-15,114
-68% -$497K 0.03% 248
2024
Q4 		$727K Sell
22,091
-3,963
-15% -$131K 0.07% 188
2024
Q3 		$836K Buy
26,054
+793
+3% +$24.5K 0.08% 171
2024
Q2 		$774K Buy
25,261
+18,359
+266% +$540K 0.08% 172
2024
Q1 		$204K Buy
+6,902
New +$193K 0.02% 319

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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Leo Wealth LLC's FELC Position: Q1 2026 in Review

Leo Wealth LLC reduced its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 8.9% in Q1 2026, selling an estimated $26.9K and leaving 7,267 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #385.

Leo Wealth LLC first reported a position in FELC in Q1 2024 and has held it in 9 quarters since. The position peaked at $836K in Q3 2024. 238 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Leo Wealth LLC held 7,267 shares of Fidelity Enhanced Large Cap Core ETF worth $264K as of Q1 2026.
  • Leo Wealth LLC sold 709 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $26.9K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #385 holding.
  • Leo Wealth LLC first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2024 and has held it in 9 quarters since.
  • Leo Wealth LLC's Fidelity Enhanced Large Cap Core ETF position peaked at $836K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.