Sax Wealth Advisors’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Sax Wealth Advisors’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	$3.94M	Buy	108,718 +2,767	+3%	+$112K	0.16%	99
2026 Q1	$4.04M	Hold	105,951	–	–	0.2%	80
2025 Q4	$4.04M	Buy	105,951 +20,656	+24%	+$779K	0.19%	81
2025 Q3	$3.18M	Buy	85,295 +19,363	+29%	+$692K	0.17%	83
2025 Q2	$2.27M	Buy	65,932 +12,677	+24%	+$404K	0.14%	93
2025 Q1	$1.66M	Buy	53,255 +9,758	+22%	+$321K	0.12%	96
2024 Q4	$1.43M	Buy	+43,497	New	+$1.44M	0.11%	91

Other funds holding FELC

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Sax Wealth Advisors's FELC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 2.6% in Q2 2026, buying an estimated $112K and bringing the position to 108,718 shares worth $3.94M. The position accounts for 0.16% of the portfolio, ranked #99.

Sax Wealth Advisors first reported a position in FELC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.04M in Q1 2026. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Sax Wealth Advisors held 108,718 shares of Fidelity Enhanced Large Cap Core ETF worth $3.94M as of Q2 2026.
Sax Wealth Advisors bought 2,767 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $112K.
Fidelity Enhanced Large Cap Core ETF made up 0.16% of Sax Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Sax Wealth Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's Fidelity Enhanced Large Cap Core ETF position peaked at $4.04M in Q1 2026.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.