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

IFP 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
2026 Q1	$48K	Buy	1,324 +101	+8%	+$3.83K	﹤0.01%	2265
2025 Q4	$46.7K	Buy	1,223 +363	+42%	+$13.7K	﹤0.01%	2227
2025 Q3	$32.1K	Sell	860 -1,209	-58%	-$43.2K	﹤0.01%	2316
2025 Q2	$71.4K	Sell	2,069 -1,369	-40%	-$43.7K	﹤0.01%	1846
2025 Q1	$107K	Buy	3,438 +9	+0.3%	+$296	﹤0.01%	1488
2024 Q4	$113K	Buy	3,429 +8	+0.2%	+$265	﹤0.01%	1410
2024 Q3	$110K	Buy	3,421 +9	+0.3%	+$279	﹤0.01%	1357
2024 Q2	$104K	Buy	3,412 +2,730	+400%	+$80.2K	﹤0.01%	1352
2024 Q1	$20.1K	Buy	682 +1	+0.1%	+$28	﹤0.01%	1969
2023 Q4	$18.1K	Buy	+681	New	+$17.6K	﹤0.01%	1956

Other funds holding FELC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return

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