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

Lighthouse Financial’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	$431K	Sell	9,950 -4,800	-33%	-$207K	0.19%	63
2026 Q2	$618K	Hold	14,750	–	–	0.32%	44
2026 Q1	$535K	Buy	14,750 +3,000	+26%	+$114K	0.32%	41
2025 Q4	$448K	Sell	11,750 -1,200	-9%	-$45.2K	0.29%	44
2025 Q3	$483K	Buy	12,950 +1,900	+17%	+$67.9K	0.32%	45
2025 Q2	$381K	Sell	11,050 -7,340	-40%	-$234K	0.29%	49
2025 Q1	$574K	Hold	18,390	–	–	0.5%	36
2024 Q4	$606K	Buy	+18,390	New	+$608K	0.49%	35

Other funds holding FELC

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $142M AUM 18.2% 1-Year Est. Return

Clearwave Capital Upland, California $190M AUM 31.42% 1-Year Est. Return

Lighthouse Financial's FELC Position: Q3 2026 in Review

Lighthouse Financial reduced its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 33% in Q3 2026, selling an estimated $207K and leaving 9,950 shares worth $431K. The position accounts for 0.19% of the portfolio, ranked #63.

Lighthouse Financial first reported a position in FELC in Q4 2024 and has held it in 8 quarters since. The position peaked at $618K in Q2 2026. 108 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

Lighthouse Financial held 9,950 shares of Fidelity Enhanced Large Cap Core ETF worth $431K as of Q3 2026.
Lighthouse Financial sold 4,800 Fidelity Enhanced Large Cap Core ETF shares in Q3 2026, an estimated $207K.
Fidelity Enhanced Large Cap Core ETF made up 0.19% of Lighthouse Financial's portfolio in Q3 2026, its #63 holding.
Lighthouse Financial first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 8 quarters since.
Lighthouse Financial's Fidelity Enhanced Large Cap Core ETF position peaked at $618K in Q2 2026.
108 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.