BFC Planning, Inc.’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

BFC Planning, Inc.’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 Q3	$22K	Buy	509 +299	+142%	+$12.9K	﹤0.01%	1980
2026 Q2	$8.82K	Hold	210	–	–	﹤0.01%	2426
2026 Q1	$7.61K	Buy	210 +1	+0.5%	+$38	﹤0.01%	2148
2025 Q4	$7.99K	Hold	209	–	–	﹤0.01%	2157
2025 Q3	$7.78K	Buy	209 +1	+0.5%	+$36	﹤0.01%	2031
2025 Q2	$7.19K	Hold	208	–	–	﹤0.01%	1937
2025 Q1	$6.48K	Buy	208 +1	+0.5%	+$33	﹤0.01%	1931
2024 Q4	$6.82K	Hold	207	–	–	﹤0.01%	1916
2024 Q3	$6.63K	Buy	+207	New	+$6.41K	﹤0.01%	1912

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BFC Planning, Inc.'s FELC Position: Q3 2026 in Review

BFC Planning, Inc. increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 142% in Q3 2026, buying an estimated $12.9K and bringing the position to 509 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

BFC Planning, Inc. first reported a position in FELC in Q3 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

BFC Planning, Inc. held 509 shares of Fidelity Enhanced Large Cap Core ETF worth $22K as of Q3 2026.
BFC Planning, Inc. bought 299 Fidelity Enhanced Large Cap Core ETF shares in Q3 2026, an estimated $12.9K.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1980 holding.
BFC Planning, Inc. first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2024 and has held it in 9 quarters since.
268 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.