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

Rollins 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
2023 Q4	$2.39M	Buy	+89,767	New	+$2.32M	0.5%	31

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFA

Rollins Financial Advisors New York City, New York $759M AUM 31.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AAF Wealth Management Westborough, Massachusetts $271M AUM 24.26% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rollins Financial's FELC Position: Q4 2023 in Review

Rollins Financial opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2023: 89,767 shares worth $2.39M. The stake represents 0.5% of the portfolio and ranks #31 among its holdings.

71 funds tracked by Wall St. Rank hold FELC as of Q4 2023.

Rollins Financial held 89,767 shares of Fidelity Enhanced Large Cap Core ETF worth $2.39M as of Q4 2023.
Fidelity Enhanced Large Cap Core ETF was a new Rollins Financial position in Q4 2023.
Fidelity Enhanced Large Cap Core ETF made up 0.5% of Rollins Financial's portfolio in Q4 2023, its #31 holding.
71 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.