SPC
FELC icon

Sigma Planning Corp’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Sigma Planning Corp’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 		$221K Buy
+5,284
New +$214K 0.01% 1273
2026
Q1 		– Sell
-5,270
Closed -$201K – 1350
2025
Q4 		$201K Buy
+5,270
New +$199K 0.01% 1224

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 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Sigma Planning Corp's FELC Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 5,284 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #1273 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in FELC as recently as Q4 2025.

Sigma Planning Corp first reported a position in FELC in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Sigma Planning Corp held 5,284 shares of Fidelity Enhanced Large Cap Core ETF worth $221K as of Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF was a new Sigma Planning Corp position in Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1273 holding.
  • Sigma Planning Corp first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.