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Coppell Advisory Solutions’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,171
Closed -$38.7K – 840
2024
Q4 		$38.7K Buy
1,171
+3
+0.3% +$99 0.01% 668
2024
Q3 		$37.3K Buy
1,168
+3
+0.3% +$93 0.01% 648
2024
Q2 		$35.6K Buy
+1,165
New +$34.2K 0.01% 581

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 $71.6B AUM 21.08% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions's FELC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2025, closing a stake of 1,171 shares — an estimated $38.7K sold.

Coppell Advisory Solutions first reported a position in FELC in Q2 2024 and held it in 3 quarters. The position peaked at $38.7K in Q4 2024. 156 funds tracked by Wall St. Rank hold FELC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,171 Fidelity Enhanced Large Cap Core ETF shares in Q1 2025, an estimated $38.7K.
  • Coppell Advisory Solutions first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Fidelity Enhanced Large Cap Core ETF position peaked at $38.7K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.