Concurrent Investment Advisors’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Concurrent Investment Advisors’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	$877K	Buy	20,934 +1,766	+9%	+$71.6K	0.01%	1076
2026 Q1	$695K	Buy	19,168 +3,854	+25%	+$146K	0.01%	1056
2025 Q4	$585K	Sell	15,314 -78	-0.5%	-$2.94K	0.01%	1077
2025 Q3	$574K	Buy	15,392 +183	+1%	+$6.54K	0.01%	853
2025 Q2	$525K	Buy	15,209 +5,631	+59%	+$180K	0.01%	833
2025 Q1	$299K	Buy	+9,578	New	+$315K	0.01%	929

Other funds holding FELC

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Concurrent Investment Advisors's FELC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 9.2% in Q2 2026, buying an estimated $71.6K and bringing the position to 20,934 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #1076.

Concurrent Investment Advisors first reported a position in FELC in Q1 2025 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Concurrent Investment Advisors held 20,934 shares of Fidelity Enhanced Large Cap Core ETF worth $877K as of Q2 2026.
Concurrent Investment Advisors bought 1,766 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $71.6K.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1076 holding.
Concurrent Investment Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.