Steward Partners Investment Advisory’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Steward Partners Investment Advisory’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	$1.24M	Buy	29,548 +917	+3%	+$37.2K	0.01%	1162
2026 Q1	$1.04M	Sell	28,631 -18,310	-39%	-$694K	0.01%	1149
2025 Q4	$1.79M	Buy	46,941 +16,598	+55%	+$626K	0.01%	824
2025 Q3	$1.13M	Buy	30,343 +22,159	+271%	+$791K	0.01%	1002
2025 Q2	$282K	Buy	8,184 +5,390	+193%	+$172K	﹤0.01%	1583
2025 Q1	$87.1K	Buy	2,794 +178	+7%	+$5.86K	﹤0.01%	2096
2024 Q4	$86.1K	Buy	2,616 +116	+5%	+$3.84K	﹤0.01%	2054
2024 Q3	$80.2K	Sell	2,500 -537	-18%	-$16.6K	﹤0.01%	1993
2024 Q2	$92.9K	Sell	3,037 -75	-2%	-$2.21K	﹤0.01%	1818
2024 Q1	$91.8K	Buy	3,112 +75	+2%	+$2.1K	﹤0.01%	1815
2023 Q4	$80.7K	Buy	+3,037	New	+$78.3K	﹤0.01%	1778

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

Steward Partners Investment Advisory's FELC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 3.2% in Q2 2026, buying an estimated $37.2K and bringing the position to 29,548 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1162.

Steward Partners Investment Advisory first reported a position in FELC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2025. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Steward Partners Investment Advisory held 29,548 shares of Fidelity Enhanced Large Cap Core ETF worth $1.24M as of Q2 2026.
Steward Partners Investment Advisory bought 917 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $37.2K.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1162 holding.
Steward Partners Investment Advisory first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Fidelity Enhanced Large Cap Core ETF position peaked at $1.79M in Q4 2025.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.