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

Root Financial Partners’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 		– Sell
-680
Closed -$24.7K – 1349
2026
Q1 		$24.7K Buy
+680
New +$25.8K ﹤0.01% 1201

Other funds holding FELC

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Root Financial Partners's FELC Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026, closing a stake of 680 shares — an estimated $24.7K sold.

Root Financial Partners first reported a position in FELC in Q1 2026 and held it in 1 quarter. The position peaked at $24.7K in Q1 2026. 109 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 680 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $24.7K.
  • Root Financial Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Fidelity Enhanced Large Cap Core ETF position peaked at $24.7K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.