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

Foundations 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
2025
Q4 		– Sell
-7,012
Closed -$261K – 1136
2025
Q3 		$261K Sell
7,012
-7,002
-50% -$250K ﹤0.01% 909
2025
Q2 		$483K Buy
14,014
+6,702
+92% +$214K 0.01% 592
2025
Q1 		$228K Buy
+7,312
New +$241K ﹤0.01% 791

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 $1.88B 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 $774M AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foundations Investment Advisors's FELC Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2025, closing a stake of 7,012 shares — an estimated $261K sold.

Foundations Investment Advisors first reported a position in FELC in Q1 2025 and held it in 3 quarters. The position peaked at $483K in Q2 2025. 221 funds tracked by Wall St. Rank hold FELC as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,012 Fidelity Enhanced Large Cap Core ETF shares in Q4 2025, an estimated $261K.
  • Foundations Investment Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's Fidelity Enhanced Large Cap Core ETF position peaked at $483K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.