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

Succession 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
2026 Q3	$1.62M	Buy	+37,358	New	+$1.61M	1.56%	8

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $461M AUM 17.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Succession Financial's FELC Position: Q3 2026 in Review

Succession Financial opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q3 2026: 37,358 shares worth $1.62M. The stake represents 1.56% of the portfolio and ranks #8 among its holdings.

258 funds tracked by Wall St. Rank hold FELC as of Q3 2026.

Succession Financial held 37,358 shares of Fidelity Enhanced Large Cap Core ETF worth $1.62M as of Q3 2026.
Fidelity Enhanced Large Cap Core ETF was a new Succession Financial position in Q3 2026.
Fidelity Enhanced Large Cap Core ETF made up 1.56% of Succession Financial's portfolio in Q3 2026, its #8 holding.
258 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.