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

Stifel Financial’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	$15.1M	Buy	359,359 +141,361	+65%	+$5.73M	0.01%	807
2026 Q1	$7.91M	Buy	217,998 +68,283	+46%	+$2.59M	0.01%	1079
2025 Q4	$5.71M	Buy	149,715 +39,725	+36%	+$1.5M	0.01%	1257
2025 Q3	$4.1M	Buy	109,990 +25,603	+30%	+$914K	﹤0.01%	1411
2025 Q2	$2.91M	Sell	84,387 -24,645	-23%	-$786K	﹤0.01%	1578
2025 Q1	$3.4M	Buy	109,032 +10,307	+10%	+$339K	﹤0.01%	1406
2024 Q4	$3.25M	Buy	+98,725	New	+$3.27M	﹤0.01%	1454

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 40.89% 1-Year Est. Return

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

Stifel Financial's FELC Position: Q2 2026 in Review

Stifel Financial increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 65% in Q2 2026, buying an estimated $5.73M and bringing the position to 359,359 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #807.

Stifel Financial first reported a position in FELC in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Stifel Financial held 359,359 shares of Fidelity Enhanced Large Cap Core ETF worth $15.1M as of Q2 2026.
Stifel Financial bought 141,361 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $5.73M.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #807 holding.
Stifel Financial first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.