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Triad Wealth Partners’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Triad Wealth 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
2025
Q4 		– Sell
-6,882
Closed -$256K – 466
2025
Q3 		$256K Buy
+6,882
New +$246K 0.03% 317

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Triad Wealth Partners's FELC Position: Q4 2025 in Review

Triad Wealth Partners sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2025, closing a stake of 6,882 shares — an estimated $256K sold.

Triad Wealth Partners first reported a position in FELC in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 221 funds tracked by Wall St. Rank hold FELC as of Q4 2025.

  • Triad Wealth Partners reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 6,882 Fidelity Enhanced Large Cap Core ETF shares in Q4 2025, an estimated $256K.
  • Triad Wealth Partners first reported a position in Fidelity Enhanced Large Cap Core ETF in Q3 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Fidelity Enhanced Large Cap Core ETF position peaked at $256K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.