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Regal Investment Advisors’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Regal Investment 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
2026
Q1 		$435K Buy
12,004
+321
+3% +$12.2K 0.03% 458
2025
Q4 		$446K Buy
11,683
+20
+0.2% +$754 0.03% 446
2025
Q3 		$435K Buy
11,663
+19
+0.2% +$679 0.03% 405
2025
Q2 		$402K Buy
11,644
+324
+3% +$10.3K 0.03% 374
2025
Q1 		$353K Buy
11,320
+274
+2% +$9.01K 0.03% 372
2024
Q4 		$364K Buy
11,046
+923
+9% +$30.5K 0.03% 372
2024
Q3 		$325K Buy
10,123
+51
+0.5% +$1.58K 0.02% 434
2024
Q2 		$308K Buy
+10,072
New +$296K 0.02% 453

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

Regal Investment Advisors's FELC Position: Q1 2026 in Review

Regal Investment Advisors increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 2.7% in Q1 2026, buying an estimated $12.2K and bringing the position to 12,004 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #458.

Regal Investment Advisors first reported a position in FELC in Q2 2024 and has held it in 8 quarters since. The position peaked at $446K in Q4 2025. 236 funds tracked by Wall St. Rank hold FELC as of Q1 2026.

  • Regal Investment Advisors held 12,004 shares of Fidelity Enhanced Large Cap Core ETF worth $435K as of Q1 2026.
  • Regal Investment Advisors bought 321 Fidelity Enhanced Large Cap Core ETF shares in Q1 2026, an estimated $12.2K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #458 holding.
  • Regal Investment Advisors first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2024 and has held it in 8 quarters since.
  • Regal Investment Advisors's Fidelity Enhanced Large Cap Core ETF position peaked at $446K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.