Ritter Daniher Financial Advisory’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	$119K	Hold	2,847	–	–	0.02%	210
2026 Q1	$103K	Hold	2,847	–	–	0.02%	216
2025 Q4	$109K	Hold	2,847	–	–	0.02%	214
2025 Q3	$106K	Hold	2,847	–	–	0.02%	189
2025 Q2	$98.2K	Hold	2,847	–	–	0.02%	125
2025 Q1	$88.8K	Hold	2,847	–	–	0.02%	117
2024 Q4	$93.8K	Hold	2,847	–	–	0.03%	119
2024 Q3	$91.4K	Buy	+2,847	New	+$88.1K	0.03%	117

Other funds holding FELC

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return