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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.7M Buy
368,414
+16,560
+5% +$528K 0.07% 213
2025
Q1
$11M Buy
351,854
+70,289
+25% +$2.31M 0.07% 224
2024
Q4
$9.27M Buy
281,565
+14,565
+5% +$482K 0.06% 246
2024
Q3
$8.57M Buy
267,000
+21,466
+9% +$664K 0.06% 261
2024
Q2
$7.51M Buy
+245,534
New +$7.22M 0.05% 270

Other funds holding FELC

Avantax Advisory Services's FELC Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 4.7% in Q2 2025, buying an estimated $528K and bringing the position to 368,414 shares worth $12.7M. The position accounts for 0.07% of the portfolio, ranked #213.

Avantax Advisory Services first reported a position in FELC in Q2 2024 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold FELC as of Q2 2025.

  • Avantax Advisory Services held 368,414 shares of Fidelity Enhanced Large Cap Core ETF worth $12.7M as of Q2 2025.
  • Avantax Advisory Services bought 16,560 Fidelity Enhanced Large Cap Core ETF shares in Q2 2025, an estimated $528K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #213 holding.
  • Avantax Advisory Services first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2024 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.