LRI Investments’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

LRI Investments’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	$3.65K	Hold	87	–	–	﹤0.01%	1190
2026 Q1	$3.15K	Hold	87	–	–	﹤0.01%	1197
2025 Q4	$3.32K	Hold	87	–	–	﹤0.01%	1117
2025 Q3	$3.24K	Buy	+87	New	+$3.11K	﹤0.01%	1127

Other funds holding FELC

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

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

LRI Investments's FELC Position: Q2 2026 in Review

LRI Investments held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 87 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

LRI Investments first reported a position in FELC in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

LRI Investments held 87 shares of Fidelity Enhanced Large Cap Core ETF worth $3.65K as of Q2 2026.
LRI Investments left its Fidelity Enhanced Large Cap Core ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1190 holding.
LRI Investments first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.