MWM
FELC icon

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

Modera 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
Q1 		– Sell
-13,601
Closed -$519K – 645
2025
Q4 		$519K Sell
13,601
-3,028
-18% -$114K 0.01% 450
2025
Q3 		$620K Buy
16,629
+7
+0% +$250 0.01% 419
2025
Q2 		$573K Buy
16,622
+8
+0% +$255 0.01% 419
2025
Q1 		$518K Buy
+16,614
New +$547K 0.01% 428

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

Modera Wealth Management's FELC Position: Q1 2026 in Review

Modera Wealth Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2026, closing a stake of 13,601 shares — an estimated $519K sold.

Modera Wealth Management first reported a position in FELC in Q1 2025 and held it in 4 quarters. The position peaked at $620K in Q3 2025. 238 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Modera Wealth Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 13,601 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $519K.
  • Modera Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2025 and held it in 4 quarters.
  • Modera Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $620K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.