Tradition Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-3,438	Closed	-$92K	–	654
2023 Q4	$92K	Buy	+3,438	New	+$88.7K	0.01%	498

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWM

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

RFA

Rollins Financial Advisors New York City, New York $632M AUM 23.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BSW

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's FELC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q1 2024, closing a stake of 3,438 shares — an estimated $92K sold.

Tradition Wealth Management first reported a position in FELC in Q4 2023 and held it in 1 quarter. The position peaked at $92K in Q4 2023. 78 funds tracked by Wall St. Rank hold FELC as of Q1 2024.

Tradition Wealth Management reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,438 Fidelity Enhanced Large Cap Core ETF shares in Q1 2024, an estimated $92K.
Tradition Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2023 and held it in 1 quarter.
Tradition Wealth Management's Fidelity Enhanced Large Cap Core ETF position peaked at $92K in Q4 2023.
78 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.