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Wealthspire Advisors (New York)’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-225
Closed -$8.39K – 1655
2025
Q3 		$8.39K Buy
+225
New +$8.04K ﹤0.01% 2107

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 $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s FELC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2025, closing a stake of 225 shares — an estimated $8.39K sold.

Wealthspire Advisors (New York) first reported a position in FELC in Q3 2025 and held it in 1 quarter. The position peaked at $8.39K in Q3 2025. 223 funds tracked by Wall St. Rank hold FELC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 225 Fidelity Enhanced Large Cap Core ETF shares in Q4 2025, an estimated $8.39K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity Enhanced Large Cap Core ETF position peaked at $8.39K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.