Pinnacle Associates
FELC icon

Pinnacle Associates’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Pinnacle Associates’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 		– Sell
-11,803
Closed -$495K – 979
2026
Q2 		$495K Buy
11,803
+3,432
+41% +$139K 0.01% 689
2026
Q1 		$304K Hold
8,371
– – ﹤0.01% 798
2025
Q4 		$320K Hold
8,371
– – ﹤0.01% 771
2025
Q3 		$312K Hold
8,371
– – ﹤0.01% 740
2025
Q2 		$289K Sell
8,371
-128
-2% -$4.08K ﹤0.01% 742
2025
Q1 		$265K Buy
8,499
+1,014
+14% +$33.4K ﹤0.01% 743
2024
Q4 		$246K Buy
+7,485
New +$248K ﹤0.01% 764
2024
Q3 		– Sell
-7,485
Closed -$229K – 816
2024
Q2 		$229K Hold
7,485
– – ﹤0.01% 749
2024
Q1 		$221K Buy
+7,485
New +$210K ﹤0.01% 776

Other funds holding FELC

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Wealth Enhancement Advisory Services
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LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Pinnacle Associates's FELC Position: Q3 2026 in Review

Pinnacle Associates sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q3 2026, closing a stake of 11,803 shares — an estimated $495K sold.

Pinnacle Associates first reported a position in FELC in Q1 2024 and held it in 9 quarters. The position peaked at $495K in Q2 2026. 56 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

  • Pinnacle Associates reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Associates sold 11,803 Fidelity Enhanced Large Cap Core ETF shares in Q3 2026, an estimated $495K.
  • Pinnacle Associates first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2024 and held it in 9 quarters.
  • Pinnacle Associates's Fidelity Enhanced Large Cap Core ETF position peaked at $495K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.