Apella Capital’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Apella Capital’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 Q3	$500K	Buy	11,345 +441	+4%	+$19K	0.01%	505
2026 Q2	$459K	Hold	10,904	–	–	0.01%	486
2026 Q1	$432K	Buy	10,904 +132	+1%	+$5K	0.01%	483
2025 Q4	$411K	Hold	10,772	–	–	0.01%	393
2025 Q3	$396K	Buy	+10,772	New	+$385K	0.01%	362

Other funds holding FELC

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Clearwave Capital Upland, California $190M AUM 31.42% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Apella Capital's FELC Position: Q3 2026 in Review

Apella Capital increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 4% in Q3 2026, buying an estimated $19K and bringing the position to 11,345 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #505.

Apella Capital first reported a position in FELC in Q3 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

Apella Capital held 11,345 shares of Fidelity Enhanced Large Cap Core ETF worth $500K as of Q3 2026.
Apella Capital bought 441 Fidelity Enhanced Large Cap Core ETF shares in Q3 2026, an estimated $19K.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #505 holding.
Apella Capital first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.