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

JNBA Financial 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
Q1 		– Sell
-206
Closed -$6.78K – 657
2024
Q4 		$6.78K Hold
206
– – ﹤0.01% 499
2024
Q3 		$6.61K Hold
206
– – ﹤0.01% 514
2024
Q2 		$6.3K Hold
206
– – ﹤0.01% 496
2024
Q1 		$6.08K Buy
+206
New +$5.77K ﹤0.01% 513

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JNBA Financial Advisors's FELC Position: Q1 2025 in Review

JNBA Financial Advisors sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2025, closing a stake of 206 shares — an estimated $6.78K sold.

JNBA Financial Advisors first reported a position in FELC in Q1 2024 and held it in 4 quarters. The position peaked at $6.78K in Q4 2024. 156 funds tracked by Wall St. Rank hold FELC as of Q1 2025.

  • JNBA Financial Advisors reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 206 Fidelity Enhanced Large Cap Core ETF shares in Q1 2025, an estimated $6.78K.
  • JNBA Financial Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2024 and held it in 4 quarters.
  • JNBA Financial Advisors's Fidelity Enhanced Large Cap Core ETF position peaked at $6.78K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.