Wealth Enhancement Advisory Services
FELC icon

Wealth Enhancement Advisory Services’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Wealth Enhancement Advisory 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
Q1 		$4.34M Sell
118,707
-105,198
-47% -$3.99M 0.01% 957
2025
Q4 		$8.66M Sell
223,905
-1,304
-0.6% -$49.2K 0.01% 752
2025
Q3 		$8.4M Buy
225,209
+1,069
+0.5% +$38.2K 0.01% 727
2025
Q2 		$7.8M Buy
224,140
+206,978
+1,206% +$6.6M 0.01% 717
2025
Q1 		$535K Buy
17,162
+2,549
+17% +$83.8K ﹤0.01% 2014
2024
Q4 		$481K Buy
14,613
+2,322
+19% +$76.8K ﹤0.01% 2022
2024
Q3 		$394K Buy
12,291
+1,726
+16% +$53.4K ﹤0.01% 1985
2024
Q2 		$323K Buy
10,565
+578
+6% +$17K ﹤0.01% 1930
2024
Q1 		$295K Sell
9,987
-2,740
-22% -$76.7K ﹤0.01% 1933
2023
Q4 		$338K Buy
+12,727
New +$328K ﹤0.01% 1739

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return