LWM
FELC icon

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

LongView 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 		$1.48M Buy
35,252
+8,613
+32% +$349K 0.38% 61
2026
Q1 		$1.03M Buy
+26,639
New +$1.01M 0.26% 86

Other funds holding FELC

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

LongView Wealth Management increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 32% in Q2 2026, buying an estimated $349K and bringing the position to 35,252 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #61.

LongView Wealth Management first reported a position in FELC in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • LongView Wealth Management held 35,252 shares of Fidelity Enhanced Large Cap Core ETF worth $1.48M as of Q2 2026.
  • LongView Wealth Management bought 8,613 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $349K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.38% of LongView Wealth Management's portfolio in Q2 2026, its #61 holding.
  • LongView Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.