SFS
FELC icon

Sowell Financial Services’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Sowell Financial Services’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 		$1.46M Buy
40,359
+10,405
+35% +$395K 0.05% 368
2025
Q4 		$1.14M Buy
29,954
+7,699
+35% +$290K 0.04% 401
2025
Q3 		$829K Buy
22,255
+14,274
+179% +$510K 0.03% 481
2025
Q2 		$275K Buy
+7,981
New +$254K 0.01% 822

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 $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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 $374B AUM 17.66% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 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

Sowell Financial Services's FELC Position: Q1 2026 in Review

Sowell Financial Services increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 35% in Q1 2026, buying an estimated $395K and bringing the position to 40,359 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #368.

Sowell Financial Services first reported a position in FELC in Q2 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Sowell Financial Services held 40,359 shares of Fidelity Enhanced Large Cap Core ETF worth $1.46M as of Q1 2026.
  • Sowell Financial Services bought 10,405 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $395K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.05% of Sowell Financial Services's portfolio in Q1 2026, its #368 holding.
  • Sowell Financial Services first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.