Creative Planning
FELC icon

Creative Planning’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Creative Planning’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
Q1 		$1.97M Buy
54,382
+9,798
+22% +$371K ﹤0.01% 1896
2025
Q4 		$1.7M Buy
44,584
+9,196
+26% +$347K ﹤0.01% 1847
2025
Q3 		$1.32M Buy
35,388
+17,698
+100% +$632K ﹤0.01% 1868
2025
Q2 		$610K Buy
17,690
+459
+3% +$14.6K ﹤0.01% 2280
2025
Q1 		$537K Sell
17,231
-1,264
-7% -$41.6K ﹤0.01% 2219
2024
Q4 		$609K Buy
18,495
+5,369
+41% +$178K ﹤0.01% 2051
2024
Q3 		$421K Sell
13,126
-59
-0.4% -$1.83K ﹤0.01% 2258
2024
Q2 		$403K Sell
13,185
-3,436
-21% -$101K ﹤0.01% 2118
2024
Q1 		$490K Buy
16,621
+3,735
+29% +$105K ﹤0.01% 1865
2023
Q4 		$343K Buy
+12,886
New +$332K ﹤0.01% 1998

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return