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Madison Wealth Partners’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Madison Wealth Partners’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 		$461K Buy
12,711
+1,389
+12% +$52.7K 0.07% 123
2025
Q4 		$432K Buy
11,322
+1,209
+12% +$45.6K 0.08% 109
2025
Q3 		$377K Sell
10,113
-1,602
-14% -$57.2K 0.07% 111
2025
Q2 		$404K Buy
11,715
+214
+2% +$6.82K 0.09% 99
2025
Q1 		$359K Buy
11,501
+111
+1% +$3.65K 0.09% 99
2024
Q4 		$375K Buy
+11,390
New +$377K 0.1% 94

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
NA
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

Madison Wealth Partners's FELC Position: Q1 2026 in Review

Madison Wealth Partners increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 12% in Q1 2026, buying an estimated $52.7K and bringing the position to 12,711 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #123.

Madison Wealth Partners first reported a position in FELC in Q4 2024 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Madison Wealth Partners held 12,711 shares of Fidelity Enhanced Large Cap Core ETF worth $461K as of Q1 2026.
  • Madison Wealth Partners bought 1,389 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $52.7K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.07% of Madison Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Madison Wealth Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • 237 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.