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Gladstone Institutional Advisory’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Gladstone Institutional Advisory’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 		$212K Buy
+5,832
New +$221K 0.01% 789

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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Gladstone Institutional Advisory's FELC Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2026: 5,832 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #789 among its holdings.

236 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Gladstone Institutional Advisory held 5,832 shares of Fidelity Enhanced Large Cap Core ETF worth $212K as of Q1 2026.
  • Fidelity Enhanced Large Cap Core ETF was a new Gladstone Institutional Advisory position in Q1 2026.
  • Fidelity Enhanced Large Cap Core ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #789 holding.
  • 236 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.