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
Q2 		$1.78M Buy
42,511
+2,152
+5% +$87.3K 0.06% 337
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 $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

Sowell Financial Services's FELC Position: Q2 2026 in Review

Sowell Financial Services increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 5.3% in Q2 2026, buying an estimated $87.3K and bringing the position to 42,511 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #337.

Sowell Financial Services first reported a position in FELC in Q2 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Sowell Financial Services held 42,511 shares of Fidelity Enhanced Large Cap Core ETF worth $1.78M as of Q2 2026.
  • Sowell Financial Services bought 2,152 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $87.3K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #337 holding.
  • Sowell Financial Services first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.