Independent Advisor Alliance’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Independent Advisor Alliance’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	$335K	Buy	+9,231	New	+$350K	﹤0.01%	1277

Other funds holding FELC

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

HNB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Independent Advisor Alliance's FELC Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2026: 9,231 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings.

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

Independent Advisor Alliance held 9,231 shares of Fidelity Enhanced Large Cap Core ETF worth $335K as of Q1 2026.
Fidelity Enhanced Large Cap Core ETF was a new Independent Advisor Alliance position in Q1 2026.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1277 holding.
236 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.