LF
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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
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

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

Lighthouse Financial's FELC Position: Q1 2026 in Review

Lighthouse Financial increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 26% in Q1 2026, buying an estimated $114K and bringing the position to 14,750 shares worth $535K. The position accounts for 0.32% of the portfolio, ranked #41.

Lighthouse Financial first reported a position in FELC in Q4 2024 and has held it in 6 quarters since. The position peaked at $606K in Q4 2024. 236 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Lighthouse Financial held 14,750 shares of Fidelity Enhanced Large Cap Core ETF worth $535K as of Q1 2026.
  • Lighthouse Financial bought 3,000 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $114K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.32% of Lighthouse Financial's portfolio in Q1 2026, its #41 holding.
  • Lighthouse Financial first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
  • Lighthouse Financial's Fidelity Enhanced Large Cap Core ETF position peaked at $606K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.