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Trust Point Inc’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Trust Point Inc’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 		$223K Sell
5,320
-2,953
-36% -$120K 0.02% 430
2026
Q1 		$300K Buy
+8,273
New +$314K 0.03% 387

Other funds holding FELC

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Trust Point Inc's FELC Position: Q2 2026 in Review

Trust Point Inc reduced its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 36% in Q2 2026, selling an estimated $120K and leaving 5,320 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #430.

Trust Point Inc first reported a position in FELC in Q1 2026 and has held it in 2 quarters since. The position peaked at $300K in Q1 2026. 41 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Trust Point Inc held 5,320 shares of Fidelity Enhanced Large Cap Core ETF worth $223K as of Q2 2026.
  • Trust Point Inc sold 2,953 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $120K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #430 holding.
  • Trust Point Inc first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • Trust Point Inc's Fidelity Enhanced Large Cap Core ETF position peaked at $300K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.