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Cambridge Trust’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Cambridge Trust’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
2024
Q1 		$106K Hold
3,581
– – ﹤0.01% 334
2023
Q4 		$95.2K Buy
+3,581
New +$92.4K ﹤0.01% 345

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return
RFA
Rollins Financial Advisors New York City, New York $632M AUM 23.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Trust's FELC Position: Q1 2024 in Review

Cambridge Trust held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q1 2024 at 3,581 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Cambridge Trust first reported a position in FELC in Q4 2023 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold FELC as of Q1 2024.

  • Cambridge Trust held 3,581 shares of Fidelity Enhanced Large Cap Core ETF worth $106K as of Q1 2024.
  • Cambridge Trust left its Fidelity Enhanced Large Cap Core ETF share count unchanged in Q1 2024.
  • Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #334 holding.
  • Cambridge Trust first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.