Strategic Wealth Investment Group’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Strategic Wealth Investment Group’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	$274K	Buy	6,527 +13	+0.2%	+$527	0.03%	94
2026 Q1	$236K	Buy	6,514 +19	+0.3%	+$720	0.03%	89
2025 Q4	$248K	Buy	6,495 +14	+0.2%	+$528	0.03%	85
2025 Q3	$242K	Buy	+6,481	New	+$231K	0.02%	115
2025 Q1	–	Sell	-6,448	Closed	-$212K	–	73
2024 Q4	$212K	Sell	6,448 -1,253	-16%	-$41.4K	0.02%	128
2024 Q3	$245K	Buy	+7,701	New	+$238K	0.03%	120

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

Strategic Wealth Investment Group's FELC Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.2% in Q2 2026, buying an estimated $527 and bringing the position to 6,527 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #94.

Strategic Wealth Investment Group first reported a position in FELC in Q3 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Strategic Wealth Investment Group held 6,527 shares of Fidelity Enhanced Large Cap Core ETF worth $274K as of Q2 2026.
Strategic Wealth Investment Group bought 13 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $527.
Fidelity Enhanced Large Cap Core ETF made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #94 holding.
Strategic Wealth Investment Group first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2024 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.