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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$141K Buy
+3,258
New +$141K ﹤0.01% 578
2026
Q2
– Sell
-680
Closed -$24.7K – 1349
2026
Q1
$24.7K Buy
+680
New +$25.8K ﹤0.01% 1201

Other funds holding FELC

Root Financial Partners's FELC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q3 2026: 3,258 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FELC as recently as Q1 2026.

Root Financial Partners first reported a position in FELC in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

  • Root Financial Partners held 3,258 shares of Fidelity Enhanced Large Cap Core ETF worth $141K as of Q3 2026.
  • Fidelity Enhanced Large Cap Core ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #578 holding.
  • Root Financial Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.