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Cape Investment Advisory’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Cape Investment Advisory’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 		$5.57K Buy
+133
New +$5.39K ﹤0.01% 1002
2024
Q1 		– Sell
-2,676
Closed -$71.1K – 1005
2023
Q4 		$71.1K Buy
+2,676
New +$69K 0.03% 284

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Cape Investment Advisory's FELC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 133 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FELC as recently as Q4 2023.

Cape Investment Advisory first reported a position in FELC in Q4 2023 and has held it in 2 quarters since. The position peaked at $71.1K in Q4 2023. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Cape Investment Advisory held 133 shares of Fidelity Enhanced Large Cap Core ETF worth $5.57K as of Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF was a new Cape Investment Advisory position in Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1002 holding.
  • Cape Investment Advisory first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and has held it in 2 quarters since.
  • Cape Investment Advisory's Fidelity Enhanced Large Cap Core ETF position peaked at $71.1K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.