WJWM
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Williams Jones Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Williams Jones Wealth Management’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 		$1.48M Buy
+35,399
New +$1.44M 0.02% 236

Other funds holding FELC

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 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

Williams Jones Wealth Management's FELC Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 35,399 shares worth $1.48M. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

145 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Williams Jones Wealth Management held 35,399 shares of Fidelity Enhanced Large Cap Core ETF worth $1.48M as of Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF was a new Williams Jones Wealth Management position in Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #236 holding.
  • 145 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.