MMPW
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Mitchell McLeod Pugh & Williams’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$341K Hold
8,134
– – 0.04% 252
2026
Q1 		$295K Hold
8,134
– – 0.04% 245
2025
Q4 		$315K Buy
+8,134
New +$307K 0.05% 245

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
NA
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's FELC Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 8,134 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #252.

Mitchell McLeod Pugh & Williams first reported a position in FELC in Q4 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 8,134 shares of Fidelity Enhanced Large Cap Core ETF worth $341K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams left its Fidelity Enhanced Large Cap Core ETF share count unchanged in Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #252 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.